Date Posted Date Description
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
November 25, 2014 December 14, 2014 Meter Reader: ConocoPhillips (COP) - Strong 4% Dividend Independent

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 mcdep.com 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.   

Email  kurt@mcdep.com.  

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