Getting the big things right-Insider Buying Week 1-20-23
Following insider behavior closely was not a very successful strategy last year. They got a lot of things wrong. Not too surprising when you look closely at it. Insiders may know their companies far…
Curious how…
The contrarian view in the oil patch is hard to come by these days, here's mine
It's hard to find the contrarian view in the oil patch these days but some of our contrarian observations are: A barrel of oil is worth far more in the U.S. than in other parts of the world. The U.S…
Crude oil in free fall creates long term buying opportunity
I think the sharp drop in crude and the decline in some US centric shale plays creates a buying opportunity. We bought Anadarko, Apache, Continental Resources, EOG, a little Chesapeake and quite a…