Dan Dicker

Latest articles from Dan

• Turbulent Times Ahead For Refiners

  Published 18 February 2017 | viewed 4,137 times

  The crude markets stayed relatively flat for the last week, as the real battle continued to be waged between the major movers of oil prices.…

• Is It Still A Good Time To Buy Oil Stocks?

  Published 11 February 2017 | viewed 2,512 times

  When I was standing shoulder to shoulder with all those other oil day traders on the floor of the NYMEX, once in a while I’d…

• Take A Trading Pause As Oil Stocks Become Overweight

  Published 04 February 2017 | viewed 7,421 times

  One of the toughest things to do as a trader is nothing. After all, our livelihoods are derived from making trades, not avoiding them. And,…

• Trump’s Infrastructure Push Is Set To Benefit These Companies

  Published 28 January 2017 | viewed 10,424 times

  Trump’s move this week to restart the building of Keystone XL and the Dakota Access pipelines are an indication of the increasing help infrastructure is…

• Follow The Big Money In The Shale Patch

  Published 21 January 2017 | viewed 5,158 times

  This last week, we’d have to say that many of the mini-majors, as well as one mega-major, just ran out of patience with this oil…

• These Downstream Companies Are Poised For Gains This Year

  Published 14 January 2017 | viewed 5,176 times

  Watching the Rex Tillerson confirmation hearings, I’m wondering how his move as the head of the State department, should he be confirmed, would impact oil…

• The Natural Gas Play To Start The Year

  Published 07 January 2017 | viewed 12,830 times

  For most of 2016, we searched for value in oil stocks, while ignoring natural gas. But while I believe oil stocks will have a great…

• Coal And Natural Gas Poised For Gains In 2017

  Published 24 December 2016 | viewed 8,163 times

  We’ve done exceedingly well in 2016 trading oil stocks – but as we move to 2017, we need to take a look at where to…

• This Is The Time To Pick Up Oil Stocks

  Published 17 December 2016 | viewed 6,076 times

  If you needed a better invitation to get long oil stocks for the next two years, the naming of Exxon Mobil (XOM) CEO Rex Tillerson…

• Global Energy Advisory December 16th 2016

  Published 17 December 2016 | viewed 7,203 times

  Politics, Geopolitics & Conflict • U.S. President-elect Donald Trump has nominated Exxon CEO Rex Tillerson for Secretary of State, sparking outrage on all sides of…

• An Oil Price Recovery Could Finally Be Here

  Published 11 December 2016 | viewed 24,289 times

  The OPEC production agreement, which we called correctly, has already helped hoist the profitable oil stocks we held, but what about 2017? One way I’ve…

• A Real Opportunity For An Oil Price Recovery

  Published 10 December 2016 | viewed 6,638 times

  The OPEC production agreement, which we called correctly, has already helped hoist the profitable oil stocks we held, but what about 2017? One way I’ve…

• How To Trade The OPEC Deal

  Published 03 December 2016 | viewed 5,551 times

  OPEC delivered a very substantial production cut on Wednesday in Vienna, and first, I need to take a victory lap: – I was one of…

• How To Play The OPEC Production Cut

  Published 26 November 2016 | viewed 8,074 times

  We’ve been trying to leverage what we’re convinced will be a substantial OPEC accord on Wednesday, November 30th, and spent the last several columns outlining…

• Why You Should Expect A Substantial OPEC Deal

  Published 19 November 2016 | viewed 6,648 times

  OPEC ministers are again meeting, this time in Doha, but haven’t yet showed a sign of a sweeping deal that could come out of Vienna…

• It’s Too Early To Draw Conclusions From Trump’s Energy Policy

  Published 12 November 2016 | viewed 4,227 times

  It'd be easier if I were an expert in something other than energy – that'd make the forecasting of which stocks will benefit under a…

• Hold Off On Energy Stocks Until After The Elections

  Published 05 November 2016 | viewed 4,926 times

  We’re seeing oil stock prices come down along with oil prices themselves, to targets that we had established long ago as worthwhile spots at which…

• Why Are Refiners Still Underperforming?

  Published 29 October 2016 | viewed 4,772 times

  During this oil bust, one sub-sector of energy should have been raking it in – the refiners – and yet their stocks have remained relatively…

• What Saudi Bonds Say About Where Oil Is Headed

  Published 22 October 2016 | viewed 6,092 times

  The Saudis have floated their first sovereign bonds, a $17.5 billion dollar offering that was more than 6 times oversubscribed. This bond issuance gives us…

• The Saudi Push For $60 Oil

  Published 15 October 2016 | viewed 5,817 times

  There might have been a lot of skepticism in the preliminary OPEC production ‘deal’ that was announced a few weeks ago in Algiers, but much…