Insider Week 11-8-19

Notable Insider Buying Week Ending November 8-2019

As a rule, we only look at material amounts of money, $200 thousand or more, as anything less could just be window dressing. The bar is different from selling because the natural state of management…


A Contrarian View on Natural Gas- will efficiency in drilling trump reduction in rig count?

Just how much natural gas is available in the U.S. market is a subject of intense analysis and controversial debate.  In December, the prestigious scientific journal, Nature published an article,…


Crude oil in free fall creates long term buying opportunity

I think the sharp drop in crude and the decline in some US centric shale plays creates a buying opportunity.  We bought Anadarko, Apache, Continental Resources, EOG, a little Chesapeake and quite a…


In all of my years investing, I've never seen a company argue its investment merits with this much force

Many investors have a love-hate relationship with Chesapeake Energy.  I know I certainly do.  I'm still smarting from the let down knowing that its colorful and super smart CEO Aubrey McClendon got…