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There have been many ups and downs for Canadian income trusts recently during this volatile market environment. But the key is to ride out the weakness because distributions will rise over time and simultaneously carry share prices higher. Diversifying between sectors will help you achieve that goal. Read More

  • May 7, 2008

When billionaire investor Warren Buffet speaks, it pays to listen. I was struck by some unquestionably bullish comments Buffet made over the weekend. Read More

  • May 5, 2008
  • Alert

In many ways, it’s hard to imagine a less friendly economic environment for firms in the transportation industry. The Dow Jones Transportation Index consists primarily of stocks in four industry groups: truckers, airlines, railroads and package/freight companies. Read More

  • April 23, 2008

On April 7 and 8, I attended the annual Energy Information Administration (EIA) conference in Washington, DC. The conference was expanded this year to a celebration of the agency’s 30th year as the statistical arm of the US Dept of Energy. Read More

  • April 15, 2008
  • Alert

This morning, Wildcatters Portfolio holding Linn Energy announced plans to sell 152,000 net acres of Marcellus Shale leasehold in Pennsylvania and West Virginia to fellow Wildcatter XTO Energy for $600 million in cash. Read More

  • March 24, 2008
  • Alert

Traditionally, MLPs and other publicly traded partnerships (PTP) have been involved in the so-called midstream energy business—basically owning pipelines, storage and processing facilities. But in early 2006, Wildcatters Portfolio holding Linn Energy (NSDQ: LINE) listed on Nasdaq and became the first PTP in more than a decade to focus on the upstream business—the actual production of oil and natural gas. Read More

  • February 26, 2008
  • Alert

Many investors view options as a purely speculative tool—a way to supercharge returns in the stock market. Certainly, options can be employed in that manner, but that’s far from the whole story. In The Energy Strategist, I’ve frequently recommended using a handful of basic options strategies as a means of reducing risk and allowing investors to sleep well at night regardless of overall market volatility. Read More

  • January 24, 2008
  • Alert

The good news: The major averages put in a significant low yesterday and mounted a classic high-volume reversal. As I noted yesterday, the panic in the market was palpable, and such high emotions often mark important turning points. Read More

  • January 18, 2008
  • Alert

In a Nov. 12, 2007, flash alert, Shorting Halliburton, I recommended taking a short position in Halliburton (NYSE: HAL) or purchasing the April 2008 $40 put options on the stock. My thesis is simple: Halliburton is heavily exposed to the North American oil services market, the only truly weak market in the world right now. Read More