Date Posted Date Description
February 27, 2015 March 15, 2015 EOG Resources (EOG) - Top Value Creator
February 10, 2015 March 1, 2015 Meter Reader: Oil Price Cycle Advances
January 30, 2015 February 15, 2015 Canadian Oil Sands (COSWF) - Syncrude Lowers Breakeven to US$32 a Barrel
January 13, 2015 February 1, 2015 Meter Reader: Oil and Gas Stocks on Sale
December 30, 2014 January 18, 2015 Meter Reader: The Moral Case for Fossil Fuels by Alex Epstein
December 23, 2014 January 11, 2015 Meter Reader: Range Resources (RRC) - Record Appalachian Well
December 16, 2014 January 4, 2015 Meter Reader: 2015 Stocks for Contrarians and Rebalancers
December 9, 2014 December 28, 2014 Meter Reader: Whiting Petroleum (WLL) - Kodiak Acquisition Completed
December 4, 2014 December 21, 2014 Canadian Oil Sands Ltd. (COSWF) - Reduce NPV to US$20, Dividend to 6%
December 2, 2014 December 21, 2014 Meter Reader: Rebuild Oil and Gas Positions

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.  

During the first quarter of 2015 we plan to send 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. 

Expect to see three editions of Meter Reader on its new monthly schedule and at least a half dozen Stock Ideas, which would be self-standing analyses of single stocks.  After the first quarter we expect to restore fees to past levels.   


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