Smart Sand is a fundamentally good company that is suffering from overall negative industry sentiment. But the outlook remains good, so investors should hang in there through the current turmoil. Read More
Analyst Articles
OPEC telegraphed their decision every step of the way, but the market was decidedly underwhelmed. Read More
SandRidge was once a debt-laden company that I would never recommend to investors. But a Chapter 11 bankruptcy reorganization seems to have set the company on a more promising course. Read More
An analysis of cash flow from Q1 earnings uncovers some surprises, including a new buy for the portfolio. Read More
An explosion in Chinese SUV demand, President Trump's proposal to sell off the SPR, and the breakeven cost of shale oil in the Permian Basin are all discussed in today's article. Read More
First quarter earnings are in. Here are the energy companies that generated the most cash during the quarter. Read More
Oil gets more headlines, but the U.S. shale gas boom has been just as transformational for the U.S. energy industry. Read More
After taking an initial dip, Smart Sand shares may be finally getting on track following strong Q1 results. Read More
With OPEC's next biannual meeting looming next week, it's almost a foregone conclusion that they will extend the production cuts that have boosted the fortunes of U.S. shale oil producers. Read More
SolarEdge has quietly become the top performer in the portfolio in 2017. Read More