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.

My Next Prey: SNC-Lavalin Or Amaya? Or Both?

Recent news made each company really interesting for a potential future shareholder. Source: StockCharts.com Indeed, Amaya was heavily punished last week. Clearly, the growth won’t be as relentless as previously thought. It might be a good entry point. Source: StockCharts.com SNC-Lavalin is also trading at a discount compared to historical levels. This is understandable: the […]

SNC-Lavalin Group Will Benefit From Insider Trading In The Short Term

Intense insider buying and the share buyback will provide a strong floor for the share price. The Highway 407 concession in Ontario is a highly valuable asset, and the sale could raise cash for another acquisition. There are still great headwinds that remains in the core engineering and construction operations of the company. Click here […]