Tag Archives: gas

Jim Rogers stealing my thunder? GOLD!

I can’t help but admire anyone who rides a bike for long distances, and Jim Rogers is one of those who takes the cake. I met him in Scotland at the Chartered Financial Analysts Institute’s Annual Conference (2010). Although my … Continue reading

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Fairfax – Folly of Risk Management Part Deux!

A mere three days after publishing my brief rant about The Folly of Risk Management we learned that Fairfax Financial Holdings lost a chunk of money on their investments because of the hedges in place. To be fair, these same … Continue reading

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A case for $120 WTI oil – and sharply higher stock prices.

Back in July I was surprised to notice that oil prices continued to remain firm during the odd 2011 summer months (an anomaly caused by strife in the Middle East) when ordinarily we experience softness in energy prices that time … Continue reading

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Encana: it’s a gas! Good Management 101

Encana has been under fire from the investment community for some time now. In the past I’ve been critical of the pressure public companies have to suffer nowadays (see past posts on short selling, a short term obsession with ‘growth‘ … Continue reading

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Market undervalued? YES!

“According to Ford Equity’s research, based on current earnings, expected growth, and current interest rates, the S&P Midcap 400 Index is undervalued.” I prefer a sampling of mid-sized companies when considering valuations, since the really large capitalization stocks nowadays can … Continue reading

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Falling consumer confidence is BULLISH!

I just heard on the TV a disussion about the U.S. housing market these words: “There’s no hope of a recover in sight!”  As I hinted in my previous posting, this isn’t such a bad thing.  A maverick investor sees … Continue reading

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Gas or Oil stocks. Which is better value or which is better bet?

An interesting piece on the love of oil stocks and the opposite for companies that have explore and produce natural gas.  Click on the picture to go to the article: Although I find this an interesting analysis, it just doesn’t factor in … Continue reading

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