Energy Prospectus

Go to robertbryce.com and click on "podcast".

Adam

There's a very worthwhile interview with him in Robert Bryce's "Power Hungry" podcast.

Adam

I have owned quite a few MLPs over many years and have always received my K-1s by the end of March at the absolute latest, but generally early in the month. What sometimes is a nuisance is receiving revised 1099s after the mid April filing date. Consequently I never file early as having to prepare a...

Dan, Do you still follow this company? It used to be in the High Yield portfolio I believe. It's another one that has completely transformed itself, increasing production by a factor of four in the past couple of years and going from 100% oil to current production of 75% gas/NGLs. Current yield is 5...

I get nervous when things are going too well. What do you consider is the probability of a windfall profits tax in this country and/or Canada?

Or some other damaging action by either government?

Adam

One way to absolutely guarantee Republican control of both houses following the mid-terms. Surely even Biden couldn't be that stupid.

Dan, I think you are too critical of the BP Energy Outlook report which is widely respected and has a ton of good data. This year, for the first time, they offer several possible scenarios based on government policies, trade disputes, the economies of major oil producers etc. Their baseline scenario...

And the Texans have a bright future too. The game last Sunday was one all of us in Seattle will remember for a long time. It could have gone either way.

Adam

Anyone who places a value on FCF might want to take a look at CNQ after their deal with Shell (and Marathon). The company forecasts 15% CAGR for the next four years and C$4B annual FCF at strip pricing after the 2.3% dividend. They are a very well managed company and will surely squeeze further bene...

Don now bullish on oil and gold
http://www.bnn.ca/Video/player.aspx?vid=877340

Adam