Notable Insider Buys and Sales Week Ending 3-1-19

Insider buying and selling week ending 3-1-19 In this report, we examine open market purchases from employees and directors.  Insiders sell stock for many reasons, but they generally buy for just one…


Why the Collapse in the Price of Oil is Reminiscent of Previous Financial Bubbles

Bubbles all have the same characteristics of unrealistic expectations but are incredibly difficult to recognize until after the effect. Prices in an economic bubble can fluctuate erratically, and…


Is it time to buy oil and gas stocks? Well,the results of insider buying might surprise you

The big name E&P companies apparently don't think their stocks are cheap enough yet to buy. Buying is sparse considering the meltdown in share prices.  The following are the brave souls who are…


The blatant injustice of US Government oil policy

If China was dumping a product in the US market, and businesses in the US were not allowed to sell a similar one in the Chinese market, politicians would be up in arms at the injustice of it all.…


The contrarian view in the oil patch is hard to come by these days, here's mine

It's hard to find the contrarian view in the oil patch these days but some of our contrarian observations are: A barrel of oil is worth far more in the U.S. than in other parts of the world. The U.S…


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…


Notes from Enercom 2012

First of all men's suits are back in force.  Everyone is wearing a suit.  My big takeway besides men's haberdashery is that every single company presenting (and there are a lot of them- just about…