One of the biggest risks for oil sands stocks in general, and probably what has created this great opportunity, has been the constant lobbying from environmentalists for the government to clamp down on companies high in greenhouse gas emissions .&nb ...
personal blog entry - Theo - 2007-05-28 02:00 - 0 comments
Again the market, in its current selling haste, is not registering any significant news whatsoever. Two weeks ago, an independent reserves evaluator reported a 34% increase in reserves for the Fort Hills Oil Sands Project that Petro-Canada ( PCA ...
personal blog entry - Theo - 2007-03-16 21:17 - 0 comments
Today I sold a long-time favorite: American Financial Group ( AFG ). Purchased two years ago, my investment in AFG has returned 66% plus dividends. When I initially purchased the stock, there was a large insider margin of safety . Billi ...
personal blog entry - Theo - 2007-01-26 14:29 - 4 comments - 1 attachment
Today the market is overreacting to news about a report recommending the oil sands industry pay higher royalties and taxes. Every oil sands stock is down. UTS Energy ( UTS.TO ), one of my holdings, is down 9%. An expert panel appoi ...
personal blog entry - Theo - 2007-09-19 11:32 - 0 comments
The June 1, 2007 front cover of the Investor's Digest of Canada had one of the most fascinating - actually the word should be "jaw dropping" - articles titled " Options show insider trading is alive and well " written by none other th ...
personal blog entry - Theo - 2007-06-18 14:36 - 0 comments
Warren Buffett always says in investing, you don't have to do too many things right, as long as you avoid the big mistakes. Well James River Coal Company ( JRCC ) was one of those "BIG mistakes". In fact, JRCC is by far my worst inv ...
personal blog entry - Theo - 2007-02-21 19:22 - 3 comments
The other day I posted a news bulletin about Tom Stanley shutting down his stellar Resolute Growth Fund . The following is an article I wrote, well more like mashed together from bits and pieces of other articles (see references), about Mr. St ...
personal blog entry - Theo - 2007-11-19 01:07 - 3 comments
Ever since I read Larry MacDonald's options and insider trading article, my friends and I have been watching the Montreal Options Exchange like hawks. We've also done some work calculating the average options volumes for all resource stocks w ...
personal blog entry - Theo - 2007-06-18 15:54 - 0 comments
While I was at it, I thought I would collate all the stock recommendations Tom Stanley has made in the past. Personally, I find it way more helpful learning from examples. The following gives you an excellent peek into how the world’s bes ...
personal blog entry - Theo - 2007-11-16 12:20 - 0 comments
My alarm woke me up at 6:30am this morning with the announcement "up next, a Canadian oil sands company is acquired." What normally would have been a snooze button situation, I leapt out of bed and onto my computer. All the while chan ...
personal blog entry - Theo - 2007-04-27 23:44 - 0 comments
Theo had promised to write about UTS Energy Corporation ( UTS.TO ), but I thought I’d start the ball rolling and he can add his thoughts when he has time. I think this company is a great way to play rising oil prices as they won’t start pro ...
personal blog entry - Suntzu - 2007-02-03 13:47 - 3 comments
Oil prices have now hit $70 and are soon approaching last year's highs of around $76. So, if you like the idea of arbitraging uranium , you can do the same with oil-derivative stocks . Although UTS Energy ( UTS.TO ), and most of its oil ...
personal blog entry - Theo - 2007-06-29 11:32 - 2 comments
One of my holdings, UTS Energy Corporation ( UTS.TO ), is an oil sands company. Not many people are aware of what Canadian oil sands are all about or just how large the reserves are, however. So here is an article titled " The Dark Magi ...
personal blog entry - Theo - 2007-02-05 01:51 - 0 comments
Oil prices have shot up in the past 6 months and now almost every other news article has some expert predicting $100 oil . I find this quite funny actually. Considering last year when oil peaked in the $70s, the same thing happened ...
personal blog entry - Theo - 2007-08-07 03:15 - 0 comments - 1 attachment
I have added Paladin Resources ( PDN.TO ) to my StokBlogs portfolio. The reason was mainly for diversification purposes - now I own two uranium stocks. Unfortunately, and I apologize to my readers, my real life portfolio has become out of sync w ...
personal blog entry - Theo - 2007-06-22 11:33 - 2 comments
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