When considered on a year on year basis, this has been a remarkable earnings season so far for the energy sector, with a market leading…
Long-term regular readers will be aware that I have been consistently bullish on First Solar (FSLR) for a long time. The stock is up just…
Oh no, here we go! This morning, Donald Trump, who seems to be constantly looking for a controversy to deflect from the gathering clouds of…
Oil, after looking rangebound for a while, albeit at the highest levels since 2014, looks like it has broken out. When WTI futures challenged February’s…
Oil, after looking rangebound for a while, albeit at the highest levels since 2014, looks like it has broken out. When WTI futures challenged February’s…
If we listen, we can learn a lot from our children. This morning, as I was driving my teenage son and daughter to school, a…
Master Limited Partnerships (MLPs) are about as fashionable as hot pants. Like the skimpy shorts of the seventies they retained a hard core of fans…
Maybe it is just the rose-colored glasses with which we look backwards, but it seems to me that there was a time when investing in…
As I have pointed out here in the past, being negative on Tesla (TSLA) is usually not a good idea. The problems that the company…
Today, I am breaking with two of my rules in writing these pieces. I generally try to steer clear of politics and to avoid being…
Today, I am breaking with two of my rules in writing these pieces. I generally try to steer clear of politics and to avoid being…
Regular readers of my ramblings will be aware that I am usually neither a fan nor a follower of conventional wisdom. When an idea is…
Now, according to the prevailing consensus, is a bad time to be considering any stock in a utility. Interest rates are climbing, and as most…
As I’m sure you are aware, over the last week and a half, U.S. stocks have taken a massive hit. The reason we are told,…
Investors generally fear volatility. They are taught to do so by financial advisors who use the word as a pseudonym for market declines and the…
It’s that time of the quarter again! Earnings season is well underway, and we will see fourth quarter 2017 results from many energy companies next…
This morning, in the first major energy sector release of this earnings season, oilfield services giant Schlumberger (SLB) reported fourth quarter 2017 results. Each quarter,…
There is, it seems, one theme that look likely to dominate energy investing in 2018, increased output. On some subjects it seems that the current…
The New Year is a time for a fresh start, which will be welcomed by energy investors. The sector did better last year than it…
As much as I love Christmas and year end celebrations, this is not a great time of year for me for one reason. The expectation…