Suncor Energy, Inc. (USA)
Change can be an investor's best friend. It gives the most astute investors the chance to find hidden opportunities. In the oil market such a transition is happening right now. China's oil imports are expected to surpass America's as soon as October, 2013. Every day growing U.S. producers are displacing their foreign competition.
Why Are These Changes Occurring?
A number of factors are driving down U more »
The Oracle of Omaha is looking north of the border for new investment opportunities. On Thursday, Warren Buffett revealed through a regulatory filing that he has accumulated a stake of 17.8-million shares in Canada’s largest energy producer Suncor Energy (NYSE: SU). Yet in spit of shares rising sharply in recent months, it's not too late to follow Buffett into this high quality oil and gas company.
There more »
When trying to find the next small cap two-bagger to add to my portfolio, I had to do some digging. I think most companies have realized their full value since plunging during the recession -- but when I looked north, to Canada, I found the undervalued tool manufacture Logan International (NASDAQOTH: LOGN).
While the company is worth over $250 million, it hasn't received much press coverage at all, and that more »
Chesapeake (NYSE: CHK) wowed Wall Street on Thursday beating expectations on both revenue and earnings while also raising its production guidance. The quarter marked a big step forward as the company tries to recover from its checkered past. But can Chesapeake find redemption? Let's investigate.
This is the first quarter that Chesapeake has reported under new CEO Doug Lawler. Lawler was hired in June to replace former more »
There is a lot of interest in TransCanada's Keystone XL at the moment, especially since Barack Obama questioned the validity of job projections associated with the project. Keeping in mind how Canadian oil producers have been depressed on the back of increased supply and clogged up pipelines, the Keystone XL pipeline conundrum holds a lot of importance for investors in these companies.
Penn West Petroleum (NYSE: PWE) is one of the largest oil and gas exploration and production companies in Canada, and the stock is poised for significant growth in the near term. Although this year its shares have trailed slightly behind the S&P 500, in 2012 the stock was a disaster, showing a drop of more than 45% in the 12 months ending December, which mirrored the company’s unimpressive more »
The Alberta Province of Canada has huge fields of oil sand, measuring over 54,000 square miles, which is about the size of the Florida. These Canadian oil sands represent the world’s second largest oil reserves, behind only Saudi Arabia.
Oil sands have received some bad press due to their greenhouse gas emissions and effects on the landscape. However, the industry is moving forward with improved technology, regulations, and more »
Will TransCanada's (NYSE: TRP) Keystone XL pipeline increase the price you pay at the pump? One study says it will. According to a report by the non-profit Consumer Watchdog, Keystone would increase the price of gasoline for millions of American consumers. Here's an excerpt:
"U.S. drivers would be forced to pay higher prices for tar sands oil, particularly in the Midwest. There, gasoline costs could rise by more »
A share repurchase is an excellent tool to shore up share prices and the effect increases dramatically when an activist investor is involved. Navistar International (NYSE: NAV), Smith & Wesson (NASDAQ: SWHC) and Suncor Energy (NYSE: SU) are such stocks where value is still to be unlocked.
Navistar International’s investors strike deal
Navistar International is one of the oldest truck making companies still around in the United States. Although this more »
In case you haven't been paying attention, the U.S is undergoing a major energy revolution. Since 2003, investors and institutions have invested in drilling on an unprecedented scale. As a result of this massive capital investment, the U.S. produced the most natural gas in history. The previous peak was in 1971. Over the past four years, gas production is up 20%. With all the new supply coming more »
Since the first quarter of 2011, Penn West Petroleum (NYSE: PWE) has experienced a significant decline from more than $28.50 per share in March 2011 to only $10.80 per share at the time of writing. In the first quarter of 2013, several famous investors including Jean-Marie Eveillard, Steven Cohen, Jim Simons, and Chuck Royce either added or initiated long positions in the company. Jean-Marie Eveillard owns nearly 36 more »
TransCanada (NYSE: TRP) gained some solidarity on July 4 when Alberta Premier Alison Redford announced a $5 billion commitment to send oil to Canada's east coast over the next 20 years.
The memorandum of understanding struck by the province aims to transport up to 100,000 barrels per day along TransCanada's proposed Energy East pipeline. This shows the government's commitment to supporting the province's pipeline operators more »
Editor's Note: This article has been modified in regards to Connacher's current financial position.
Earlier this month the Canadian Association of Petroleum Producers predicted output from the Albertan oil sands will increase nearly three-fold by 2030. The chief driver of all this growth comes down to one technology - Steam Assisted Gravity Drainage, or SAGD.
SAGD is the most common form of in-situ (Latin for “in place more »
SAC Capital Advisors is a diversified, research-driven investment management firm, with assets under management of $20.73 billion as of March 31. It has performed well since its inception, generating an average annual return of 25%, but sustained substantial losses during the 2008 financial crisis.
The oil sand pioneers solved the scientific puzzle of getting bitumen out of the ground using a combination of technology and innovation.
Today, the industry faces a new challenge of getting its product market. But this problem won't be solved through engineering marvels. Instead, the solution lies in public relations and community engagement.
I like to invest in undervalued dividend growth stocks with strong competitive advantages. I have a fairly strict investing criteria that I use to select dividend growth companies. One of my many investing criterion is annual dividend growth of 8% or more. Finding past dividend growth rates is fairly easy and this can help predict future dividend growth, but there is more to it than just past rates.
I recently more »
With massive growth and industrialization of emerging economies, particularly China and India, the global demand for oil and gas have tremendously increased. Major developments in oil drilling technologies created opportunities to exploit shale gas and oil. Massive reserves have been identified in various parts of the world, including North America, which created massive growth opportunities in the oil and gas sector.
During 2012, the oil and gas sector in Canada more »
Calgary's downtown core has gone dark.
Canada's energy capital is under a blackout after devastating floods made a ghost town out of the city's office towers. It could take days for the water to recede and power to return.
Does the natural disaster in Calgary foreshadow problems in the oil sands? This year several large projects have already been cancelled and new problems threaten to stall growth more »
Canadian oil sand producers face a new challenge - a looming shortage of pipeline diluent. And the problem threatens the industry's development.
Bitumen - the sticky, tar-like substance mined from the oil sands - is too thick to flow by itself. Rather it must be blended with lighter hydrocarbons, super-light oil called condensate and other natural gas liquids, in order to be shipped by pipeline. These products are called diluent more »
The EPA recently decided not to publish a report trying to link ground water contamination to fracking, due to weak findings. With environmental concerns falling away, fracking firms will have free reign to increase production, if they can. Given then high decline in shale production wells, it is time that investors take a less sanguine look at the market.
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