Canadian natural gas prices have held up so well that the majors are taking strategic positions to prepare for an eventual demand spike. But the paydays could be delayed depending on the outcome of the Canadian federal election on Oct. 19.
Capitalizing on the panicked sell-off in junior oil and gas stocks may prove to be a smart move now as oil prices have recovered some 50 percent since crashing to $42/barrel WTIC in March, whereas many juniors still trade at relatively low levels.
At the Cambridge House Canadian Investment Conference in June, The Gold Report Publisher Jason Mallin asked a panel of experts picking a portfolio of stocks with upside potential for the 2014 Streetwise Reports Natural Resources Watchlist what they wanted to see in an equity.
Keith Schaefer has built an impressive track record of foreseeing structural changes in the energy industry. Schaefer knows when to take or refuse opportunities in the volatile ethanol industry. And he knows how to bide his time while waiting for catalytic moments.
Fracking in the US is here to stay, affirmsthe editor of the Oil & Gas Investments Bulletin. North American business is dependent on cheap energy, and even energy utilities are switching from coal to natural gas.
Two years ago Colombia was the hottest international oil play in the world (for Canadian investors), with big wells creating big valuations and stock runs that left investors hungry for more. Now, these stocks have not only fallen to earth. What happened?