Oil & Gas

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The latest on INK Ultra Money: Taking on the warring giants

Here is what's new on INK Ultra Money. Canadian Insider Ultra Club members have access to both premium and free content. If you are asked to sign in, select Canadian Insider as your subscription website. If you are not a Canadian Insider Club Ultra member, get full access to Real Vision and INK Research premium videos by joining us. Use coupon code SPRING20 for a $100 discount off a new 2020 membership (renewals will be at the regular price unless cancelled before the end of term).

1. Taking on the warring giants - INK Research

Insiders were snapping up shares of beaten down Canadian stocks on Monday. In this report, INK Research looks at two examples in the oil patch. Both of these companies have operating costs of under $15 per barrel of oil equivalent.

Two INK Cdn Index members with buying

Monday on INK Ultra Money: Coronavirus and crude

Here is what's new today on INK Ultra Money. Canadian Insider Ultra Club members have access to both premium and free content. If you are asked to sign in, select Canadian Insider as your subscription website. If you are not a Canadian Insider Club Ultra member, get full access to Real Vision and INK Research premium videos by joining us.

1. Coronavirus, Crude, Energy Equities, and IMO 2020 - Real Vision

Crude oil and the energy sector have both been extremely unloved in the past few years, perhaps for good reason. Still, many said the negative sentiment had gone too far and that both were strong contenders to rebound in 2020. But then came coronavirus, and now once again, energy equities and oil are out of favor. To update us on these markets that are squarely in the crosshairs of coronavirus, we have Warren Pies, chief energy strategist for Ned Davis Research. In this interview, Pies explains his no-nonsense approach to examining crude oil and the energy sector in general – providing outlooks for both. He also updates viewers on an idea you may have heard about last year from Real Vision contributors like Harris Kupperman – tankers and IMO 2020. Filmed on March 4, 2020 in New York. Watch>>

 

2. The goose in the coronavirus coal mine - INK Research

Monday on INK Ultra Money: Forget fossil fuel cold turkey to achieve decarbonization

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free video, while Canadian Insider Club Ultra members have access to all premium videos from Real Vision and INK Research. If you are not an Ultra member of the Canadian Insider Club, join today and save $99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. Why fossil fuels must remain part of a decarbonized global energy system - Real Vision (Free)

 The movement to a decarbonized world will require further investment in fossil fuel technologies. That is the take as Drew breaks down Rob West’s recent presentation to see where the energy industry needs to go over the next 30 years. Rob West effectively dismantles the common views heard from the global environmental movement that the world must get completely off fossil fuels. Instead, he makes the case that the only way to achieve a decarbonized future is to have some fossil fuels as part of the solution.

World won't decarbonize without some fossil fuels

2. How easy money enabled the shale revolution - Real Vision (Ultra member video)

Oil & Gas in focus as we work through tax-loss selling

We kicked off November with a series on oil & gas small caps on INK Ultra Money and in our morning reports. We are continuing to highlight beaten up energy names that come across our INK Edge screens and in an interview for This Week in Money on Saturday (audio download below) I talk about the opportunity during tax-loss selling season.

In the interview, I also challenge the hype that some mainstream media outfits continue to spew about cannabis stocks. That does not mean there is not opportunity, however. For those who want exposure to the group, I highlight a stock that you will not hear about on pot TV coverage or via marijuana stock-promotion websites.

BB1: The Fed just gave commodities the biggest boost since 2011

Economy-sensitive stocks received some good news out of Washington on Friday, and it had nothing to do with the trade war. For industrial commodities, it could be the biggest news in over 8 years.

US transports insider sentiment is sinking again

In our March 27th INK subscriber US market update, we noted the divergence in insider sentiment between the Oil & Gas Exploration and Production (E&P) industry and the Industrials sector. The former was behaving in a bullish fashion and remained at a healthy level with our indicator above 100%. That means there are more stocks in the group with key insider buying that selling. In contrast, sentiment in the Industrials was depressed, with our sector indicator in the danger zone below 20%. Industrials insiders were taking money off the table while E&P insiders were adding to their positions.

US transportation stock insider sentiment is at a depressed level

The Industrials sector is home of transportation stocks, a group followed by many market participants. Drilling down to this industry level, we see that insiders in transportation stocks are in profit-taking mode. In fact, our Transportation Indicator is back to the depressed levels we saw early last fall, right around the time the iShares Dow Jones Transportation ETF (IYT) peaked.

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