Energy Investing - The Canada-U.S. relationship isnít what it was. The question now is: What will it be?...along with - Energy Investing - InvestorVillage


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Msg  354150 of 373101  at  9/26/2021 1:14:30 PM  by

Comox52


 In response to msg 354129 by  Bearcatbob
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Re: The Canada-U.S. relationship isnít what it was. The question now is: What will it be?...along with some investment ideas too.

  <<<"I have come to the belief that we need Trumpism in a more eloquent package. A messenger like Ronald Reagan is needed.">>>
 
Couldn't have said it better myself! Both country's need to sort out some very serious political issues, IMHO. Reality (math and physics) is quickly coming home to roost. With some luck that will force those issues in the right direction toward an 'actually achievable' solution. 
 
In the meantime all I can really do is try to make some money off this huge commonsense vacuum that must eventually get filled (with something?). We just don't know yet how that will play out. What we do know is that fossil energy will remain the lifeblood of our existence, until there are feasible options that can fly an airplane, IMO.
 
Hell, I don't have a clue yet how fossil energy will get replaced without ruining our economy and killing off a whole lot of people. This talk of manufacturing starch may be a small hint of the future. It might be a route to man made high energy density fuels. In any case that will require a huge cheap energy input source. At this time Nuclear is the only feasible option in the regard. In the end, it will be all about the energy density and EROEI of the final product.
 
On an investment note just to keep this post somewhat on topic: I really like WCP and CVE at this time. I particularly like WCP because I think it has some reversion to the mean to come in the next several months. CVE too, to a  lesser extent. That should happen as the debt targets get reached and some FCF gets back to investors in some form.
 
In my own portfolio my higher leveraged stocks like CR, BTE, TCW have been leading nicely over the last 4-6 weeks along with the popular gas heavy E&Ps. I won't be selling those but I will target the well managed mid/large caps and oilsands to fill out my portfolio for the next run that I think may be getting started here. I agree with the comment Nutall made on Friday about staying slightly oil heavy on investments here as NG prices are just too unpredictable in the bigger picture. Many oily E&PS have significant NG and NG liquids production anyway.


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354154 Re: The Canada-U.S. relationship isnít what it was. The question now is: What will it be?...along with some investment ideas too. mdwitte 7 9/26/2021 1:40:47 PM


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