Tag Archives: natural

Avoid natural gas companies despite bounce in energy sector.

Oil has had a spectacular rebound as news that OPEC+ might be willing to come to some sort of agreement (with Trump’s help?) The price of WTI popped from the $20 level.  I did share that on March 20 I … 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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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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How to identify new stock market leadership

I’d like to add some context to my previous commentary.  I’ve stated before that I believe we are in a revitalized global boom, the progress of which was seriously damaged by the financial crisis we barely survived.  I first made … 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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