"Boy, you can't score a touchdown if you're not in the game." My grandfather must have told me that a hundred times growing up. It was good advice for the gridiron. But as a kid, I never imagined it would apply to my career in the oil business. But it turns out grandpa's advice was useful beyond my playing days. As resource investors, we must always be looking....More>>>
TransDigm (NYSE:TDG) has corrected ~9% after scaling its all-time high in September this year. With the year coming to an end, 2016 will become the first since 2009 where the stock failed to see a double-digit growth in its value. Including the special dividend, returns have crossed double-digits this year as well. The important question that is piercing long-time investors though, is whether the....More>>>
While oil exploration and production sector (E&P) has recently been beaten down with the SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP) down 21.21% YTD, the area seems to be a good place to look for value. The first name that comes to mind for many is Exxon Mobil (NYSE:XOM), but in my experience, when a sector is beaten down, value lies with the smaller companies.....More>>>
Peabody Energy (BTU) is an undervalued play on the stabilizing global coal market. After recently emerging from bankruptcy on April 3rd, BTU has a much improved balance sheet and high-margin operations. The global power generation market is currently undergoing a shift back to coal due to natural gas’s increasing role in industrial uses and rising power generation costs. The United States....More>>>
Billions of funding dollars have poured into blockchain companies this year, and token sales in 2017 alone have amassed about $2 billion, already crushing last years token-sale total of $256 million.
But amid the seemingly undying hype of initial coin offerings, private investments into blockchain companies have risen to a new high as well — topping $4.5 billion....More>>>