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NAL Energy NAE.TO 6.58 [+0.01] slashed its dividend by 29% reducing it from an annual $0.84 to $0.60 per share and went into production maintenance mode by reducing its capex to $200M for 2012. Not surprisingly, NAL executed the scenario that I discussed back in December when I demonstrated the unsustainability of their Continue reading NAL Energy to Underperform in 2012? Parallel Energy trust is Eagle Energy’s twin in this new breed of trusts operating under US jurisdiction and funneling generous distributions back to Canadian investors. Unlike the 100% oil weighted Eagle Energy Trust, PLT.UN does not produce one drop of oil as it produces liquids rich natural gas. With a $0.90 distribution Continue reading Parallel Energy Trust: Is the Generous Yield Sustainable? Aroway Energy ARW.VN 0.00 [N/A] is a junior producer in the Peace River Arch area that I featured back in mid-October when it was trading in the mid $0.30s where I emphasized several strong points. This is one of a few companies that outperformed this year and it deserves Continue reading Aroway Energy Exceeds 2011 Production Guidance In case you haven’t noticed, NAL Energy NAE.TO 6.58 [+0.01] is on a 2 for 1 sale right now after falling from a high of $14 earlier this year down to the current $7 level. It seems investors are aggressively betting on a dividend cut and the trading pattern kind of reminds you of Daylight Continue reading NAL Energy: A Dividend Cut in 2012? My favorite part of visiting Montreal’s annual Investment Conference is meeting up with my friend Keith Schaefer as we get to discuss the oil and gas sector at length. Keith is the editor and publisher of the Oil & Gas Investments Bulletin and I got to interview him on November 19, 2011. Continue reading Keith Schaefer Interview at the 2011 Montreal Investment Conference It’s getting colder by the day up here in Montreal and sub-zero temperatures are slowly emerging (at night for now). If we get a repeat of last year’s winter the share price of a lot of NG weighted companies will be recovering on the back of rising natural gas consumption. Natural gas prices won’t be Continue reading Weekend Edition: Household Heating Fuels Across the US Aroway Energy has been on my radar for months, it is among a select number of companies that deserve an “A” for execution. The growth in land and production that was achieved in less than 12 months is nothing short of a feat. The company’s production grew from 0 to 530 boe/d (76% oil) and Continue reading Aroway Energy: A Rising Junior Oil Company in Alberta’s Hot Peace River Arch Area Some fantastic news for this wonderful thanks giving long weekend; I just arrived home to discover that Daylight Energy DAY.TO 10.07 [0.00] has just been acquired by Chinese SINOPEC for $2.2 billion dollars or $10.08 a share. CALGARY -(Dow Jones)- Canadian oil and gas producer Daylight Energy Ltd. (DAY.T) said Sunday it will be acquired by China Petrochemical Corp. (600028.SH) for 2.2 Continue reading Trade of The Year: SINOPEC ACQUIRES DAYLIGHT ENERGY for $2.2B My friend and colleague Keith Schaefer, editor of the Oil and Gas Investments Bulletin, recently published a 2 part series on Argentina that I highly recommend (written by yours truly). Argentina has a mature petroleum industry yet its proven basins are underexplored and underexploited. While the country’s oil and gas shale potential is truly massive, this play Continue reading Argentina’s Emerging Shale Oil and Gas Play SkyWest Energy, Hyperion Exploration and TriOil Resources released their Q1 reports this week. I thought it would be interesting to discuss these companies in light of their results. The market has been brutal for the junior sector with many stocks trading below NAV and at yearly lows. In my opinion, this sell off is unwarranted. Continue reading Q1 2011 Updates: SkyWest Energy, Hyperion Exploration, TriOil Resources |
   
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January 12th, 2012 
Category: 
My DIY stock portfolio is overweight in Canadian oil producers for a reason. I believe Oil consumption is on the path of growth for the next decade and I intend to take every advantage possible of it:
