Point Loma Resources: The Duvernay Oil Play

The story of Point Loma has been very much different than what I was thinking. Meaning: The stock has been a big disappointment. Source: StockCharts.com But still, there is some value in the company. Indeed, Point Loma owns a substantial number of prospective Duvernay oil sections. Let’s value this land using the recent hostile takeover […]

Portfolio Update: Sympathizing With Investors Enduring Pain

Despite mostly upbeat Q2 results, my stock picks aren’t moving higher. Sentiment is still negative in the energy market, capping energy stocks gain. Painted Pony and Point Loma are underperforming. Prairie Provident and Granite Oil are my two favorite buys right now. Click here to read the entire article on Seeking Alpha.

Portfolio Update: Adding To My Favorite Canadian E&Ps

Last week’s sell-off was a one time event: Stability in the oil market should return. Selling overleveraged and low netbacks oil producers. Adding to my favorite Canadian E&Ps. Click here to read the entire article on Seeking Alpha.

Portfolio Update: Adding To My Energy Holdings

Last Wednesday was a test for energy investors. Did you resist the urge of following the masses by selling your energy holdings? I resisted. I added to my favorite energy holdings last Wednesday, which are Gear Energy, Point Loma Resources and Raging River Exploration. Those companies can survive low oil prices and then thrive once […]

Portfolio Update: Moving Chips To My Winners

I am now well positioned for 2017 after another series of move in my portfolio. I added to my positions in Painted Pony Petroleum and in Gear Energy by selling part of my position in MEG Energy. I am preparing my portfolio for lower oil prices. I opened a position in Tidewater Midstream & Infrastructure. […]