Date Posted Date Description
January Meter Reader to be Posted February 1, 2015
January 25, 2015 No New Research Analysis to Post
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
November 18, 2014 December 7, 2014 Meter Reader: RTF (Royalty Trust Fund) - DMLP, SJT - Income Without Debt
November 13, 2014 December 7, 2014 Birchcliff (BIREF) - Raise NPV to US$16 on Alberta Natural Gas
November 11, 2014 November 30, 2014 Meter Reader: Canadian Oil Sands Ltd. (COSWF) - Record Monthly Production

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.