Latest Reports

MLP Energy Investments: The Yield Play in a Growth Phase

The investor trend towards yield could have a big impact on the US junior oil and gas market, a new report by brokerage firm Raymond James suggests. Energy Analyst Kevin Smith says the stocks of Upstream Master Limited Partnerships, or MLPs, are worth almost double their regular corporate counterparts (called “C-corps” in industry jargon).  And ...
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Why Canadian Oil Stocks Should Fare Well for Investors

THE MACRO DILEMMA – PART 2 By Cory Mitchell, CMT Part 1 suggested the macro force of “peak oil” which will constrain global oil supplies, will push the price of oil higher.  Yet if peak oil occurs, it implies peak debt and GDP. Without GDP growth, a stagnant economy implies downward pressure on the price ...
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2012: The End of Profitable Hedging for Natural Gas Producers?

This past Friday I had a chance to dialogue with Nathan Weiss of Unit Economics, an independent institutional research firm based in Boston. Nathan explains – below – why that day may turn out to have historic significance for natural gas investors. - Keith To natural gas investors, 11/11/11 will, in hindsight, be remembered as ...
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