IHS CERA: The Role of Canadian Oil Sands in U.S. Oil Supply
The BP Deepwater Horizon oil spill has triggered outrage among the general public and may lead to heightened regulatory environment for...

Devon Management Sees 'Compelling' Value in Stock Repurchase
Buy-recommended Devon Energy (DVN) offers unlevered appreciation potential of 43% to a McDep Ratio of 1.0 where stock price would equal...

Turmoil in the Oil Patch
Several factors have combined to create turmoil in the oil patch. Most notably, the Deepwater Horizon oil spill has hammered the stocks...

Canadian Oil Sands Trust Announces Long-Awaited Increase in Quarterly Distribution
Buy-recommended Canadian Oil Sands Trust (COSWF.PK) offers unlevered appreciation potential of 21% to a McDep Ratio of 1.0 where stock ...

Core Laboratories: An Oil Patch Stock We Consider a Buy
Problems in the oil patch generally result in new opportunities. The Gulf oil spill will, no doubt, have a short-term impact on off-s...

Gulf Oil Spill: With so many oil resources, can't we just drill somewhere else?
This post is an adaptation of one posted in December 2009, relating to a talk given at that time. A PDF of the talk can be found here.T...

Canada s Oil Sands and U.S. Energy Imports
Canadian oil sands will probably become the No. 1 source of U.S. crude oil imports this year, and could make up more than a third of th...

Suncor Energy: 10% Production Growth With No Exploration Risk
Suncor Energy (SU) is a uniquely integrated, large cap Canadian-based oil company with massive assets in the Alberta oil sands. SU est...

Drumbeat: May 17, 2010
Oil down 20 percent since early May: Prices dip below $70; BP spill not slowing drop in crudeOil prices continue to dramatically spiral...