Gear Energy, Raging River Exploration: Exchange With A Fund Manager

The following is a conversation between a fund manager and me regarding Gear Energy and Raging River Exploration. This fund manager wishes understandably to remain anonymous. Both of us make interesting points on recent developments regarding Gear and Raging River. Here is the conversation. Fund Manager: I was reading your recent Raging River article and […]

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 […]

Choosing An Unlevered Canadian Energy E&P

I raised cash after selling part of my Amaya position (I bought back some, as I said on StockTwits). To let you know: I already spent that cash on Gear Energy last week. My quick calculations were right: Gear Energy is cheap. I will be looking for a solid balance sheet just in case the […]

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