Keith Schaefer | TalkMarkets | Page 1
Publisher, Oil and Gas Investments Bulletin
Contributor's Links: Oil & Gas Investments Bulletin
I started my subscription service in mid-2009 because I could see there was no place where retail investors could go to easily find which oil and gas companies were creating huge shareholder wealth by using exciting new technologies, such as horizontal drilling, fracing and 3D seismic. These ...more

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Light Blue Skies Ahead For Canadian Heavy Oil Producers
It feels like the start up of the new Trans Mountain pipeline has been coming for years. Now the day is truly upon us – the Trans Mountain Expansion is expected to start up in less than three months. This will be a boon for Canadian oil producers.
Four Canadian Mineral Drilling Companies, And All Of Them Are Cheap
The Canadian market lists four mineral drilling companies, and they are cheap. The cheapest is the one with some of the best operating metrics, some of the best profitability, and some of the best diversification. This one is Foraco International.
In 2024 The US Will Sell CITGO Petroleum And Pay Out Two Canadian Juniors
Venezuela owns Citgo Petroleum.  This is a big company – the 7th largest refiner in North America. By July, a US court may make Venezuela liquidate to pay its debts, and some miners may get unexpected windfalls.
Inside: One Of My Top 3 Picks For 2024
It’s not 2024 yet, but I’ve been thinking about where I should put my time, attention, and money next year. My top 3 picks for 2024 include two small-cap NASD stocks, and one TSX-listed stock up in Canada. I will outline one of them for you.
StealthGas: A Sneaky Play On LPG?
On Tuesday morning, StealthGas Inc. reported another huge quarter. Adjusted EPS came in at 31 cents per share -- a big beat over average analyst estimates of only 15 cents per share. Is this a no-brainer buy? Well, nothing is ever that easy.
Oil Market - Tightness Vs Strength There’s A Difference
Crack spreads are what refiners pay for turning oil into gasoline, diesel, and jet fuel. Spreads soared in late August and early September, taking most of the refining complex with it.
Each Bear Market Seeds A New Bull Market It Just Needs A Little Sunlight To Grow
The question of solar stocks bottoming is “when” not “if”. But finding that bottom has proven extremely painful for investors.
The Sneaky Commodity That Everyone Is Ignoring
As gold breaks out this fall, a trifecta of good news will help propel gold stocks.
The “Switch” Behind A Nearly 4x Stock Surge
Pioneer Power Solutions has seen its stock nearly quadruple since March, and investors can be forgiven if they think it’s because of the company's mobile EV charging products.
This Junior Solar Developer Just Landed A Mega Sale
I see solar as the big energy play of 2023. Junior solar developers are often rather cheap, but not because of cash flow multiples. Multiples are much higher than what is seen with oil & gas. But the take-out value of solar projects is huge.
We Have Never Been More Reliant On The Fed
A lot of the small banks in the US are technically insolvent. That sounds scary. And it could be, but many banks aren’t actually insolvent. Most banks are actually still going about their business and making money.
How GFL Environmental Became A (Renewable) Natural Gas Play
GFL Environmental saw its IPO debut on March 3, 2020 -- right at the height of the COVID-19 pandemic and during a big plunge in the stock market. It made for a rough start. But recently it has been nothing but roses for the stock.
How Profitable Is Solar – Really?
We all know that solar is a big deal. It is a big industry and it’s going to get bigger. Solar will see huge growth for the next 30+ years.  It is close to inevitable.
Take-Out Valuations Say: The Big Money In Energy Is In The Renewable Sector
iI you have a bit of risk tolerance, I see The Big Wins in energy in the renewable space right now.  They get way higher multiples—every additional Gigajoule or barrel of oil equivalent of energy they add gets rewarded a LOT more by the Street.
The Fed Won’t Save The Market – Which Could Help My One Trade Idea
Rising interest rates and leverage are a bad combination. And figuring out exactly where they might combine into a toxic mess is really hard to do.
The Silent EV Leader Nobody Knows–And It’s A Crazy Cheap Cash Cow
Renewable stocks have been on a tear. The run started when the Biden Administration introduced the Inflation Reduction Act. I'm not sure what this is going to do for inflation, but it certainly is working to inflate stocks in the renewable sector.
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