Stocks for the Inflation-Proof Portfolio: Spotlight on PAAS, VKIN, IPI

Rates are on the rise as inflation expectations pick up. In its latest meeting, the US Fed signaled that we can expect policy movement ahead in response to rising growth and inflation expectations. And, in the latest fund manager survey from BofA, fund managers are more certain that growth and inflation will pick up in […]

The New Energy Bull is Loud and Proud… What to Do About it?

Goldman Sachs just came out with an $80 price target on WTI Crude Oil. This note from National Bank helps to explain things: “So, while the oil field service narrative has generally been muted under the context of upstream discipline, the Majors are signaling the initial innings of a demand-led recovery; we suggest that global […]

Camber Energy (CEI) in Focus as Small-cap Energy Poised for Big Tailwinds

For investors ready to look around the corner, natural resources stocks may be entering a period defined by strong tailwinds. The current context may represent a significant long-term opportunity in the energy sector, and specifically, in small cap energy stocks. Some of the more visible names in this group include SilverBow Resources Inc (NYSE:SBOW), Matador […]

Spotlight on AGYP: The Oil Shortage Opportunity Looms

The oil market continues to be resilient. Prices are holding above the key $60 level in the US WTI Crude market, which reflects continued fears about the future potential of a shortage after economic activity, particularly travel, picks up as major OECD economies “reopen” following a sufficient distribution of effective Covid-19 vaccines. The rush to […]

Why Stay with the Solar Stock Trend? Here’s Why (ENPH, GSFI, CSIQ)

One of the tried-and-true plays in a bull market is to find momentum leaders being driven by a thematic narrative landscape with long-term implications but that have suffered a recent pullback after “valuation concerns” start to weigh on the group in the financial media or on the Street. One such group that fits this basic […]

A Buy-the-Dip Opportunity in the Solar Space? (ARRY, GSFI, SPWR)

The narrative in the solar space is both highly variable and very stable. On the one hand, the rules keep changing and stocks in the space keep reacting. But state-by-state rules are also important. This week, we found out that a possible alteration to California solar rules might damage the prospects of solar installers and […]

Where to Focus Energy Sector Investments (FANG, AGYP, HES)

To understand where the oil market is headed and how investors might hope to take advantage, one would do well to take a look at what Chevron (NYSE:CVX) said in its investor-day presentation earlier this month. First off, it helps to understand how the energy sector works. In massively oversimplified terms, some energy companies find […]

Are Solar Stocks a Prime Bet as Infrastructure Bill Looms? (ENPH, GSFI, SEDG)

Remember the “Green New Deal”? Two years ago, in the infancy of the Democratic party primaries, Bernie and AOC and the hard progressive base were pushing it as the only way to avoid a climate change Armageddon. And plenty of scientists stepped up to underline the urgency of the idea. But, alas, it seemed politically […]

Solar Stocks Power Up on Hot Expectations (SEDG, GSFI, SPWR)

To close last year, the U.S. was on pace to install a 19 gigawatts of new solar capacity for the year of 2020 — a new record. That comes from Wood Mackenzie and the Solar Energy Industries Association. This record is set to be beaten in 2021 if you believe the messaging from the new […]

American Energy Partners Stock Jumps on Acquisition News

At Wednesday’s closing bell, share of American Energy Partners (OTCPK: AEPT) were trading at $0.007.  In Thursday morning action, AEPT has climbed back over the penny mark for the first time since May 29, catapulted ahead by M&A news. The news follows an announcement earlier this month that a letter of intent was inked for […]