Date Posted Date Description
November 4, 2014 November 23, 2014 Meter Reader: California Resources Corp. (CRC) - Pure Play California Producer
October 28, 2014 November 16, 2014 Meter Reader: Cenovus Energy (CVE) - Same Stock Price, Twice the Production
October 21, 2014 November 9, 2014 Meter Reader: Cimarex Energy (XEC) - Strong Independent Producer
October 21, 2014 November 9, 2014 Total S.A. (TOT) - Chief Executive Dies
October 14, 2014 November 2, 2014 Meter Reader: Devon Energy (DVN) - Rebalance Candidate
October 7, 2014 October 26, 2014 Meter Reader: Encana (ECA) - Suttles' Stamp
September 30, 2014 October 19, 2014 Meter Reader: RTF (Royalty Trust Fund) - Income and Fracking
September 23, 2014 October 12, 2014 Meter Reader: Continental Resources (CLR) - Raise NPV to $85 on 29% Growth
September 16, 2014 October 5, 2014 Meter Reader: Royal Dutch Shell (RDSA) - Ben's Growth Strategy
September 9, 2014 September 28, 2014 Meter Reader: EOG Resources (EOG) - Mr. Shale

Independent Stock Ideas
Recommendations of stocks for a diversified energy portfolio. New recommendations and changes in recommendations sent to clients first and posted here after a delay.

Meter Reader
A weekly analysis of energy stocks using the McDep Ratio (Market cap and Debt to present value of energy businesses). Buy/Sell recommendations listed in valuation tables.  Rank by McDep Ratio updated in each edition. 

Beginning in 2015 Meter Reader will become a monthly analysis.



McDep to Refresh in 2015

We are planning a change in research format in 2015 to free up time to sharpen our mental and physical skills for creating money-making ideas.  We may take mini-sabbaticals, but definitely not retirement.  In addition to rescheduling Meter Reader to monthly, we expect to release self-standing Stock Ideas or Industry Ideas as the opportunity arises.  

Qualify for Complimentary Real-Time in Q1 2015

Initially, for at least three months, we plan to send 2015 analyses in real time to active clients from 2014 on a complimentary basis.  Analyses will also be archived on after a three week delay, as has been the case historically. We may find a new business model to meet client needs for real-time research for mutual reward.  

Investors sending a check for $500 or $1000 will qualify as 2014 clients entitled to complimentary real-time research for at least three months of 2015.  For 2014, the payment would cover either...

Level I: Real-time email of new research before posting on website - $500 to year-end 2014, or.....

Level II: Real-time email of new research plus response to telephone and email queries - $1000 to year-end 2014.


Analyses are prepared from sources and data believed to be reliable, but no representation is made as to their accuracy or completeness.