Is Bill Gates Right On Energy Investing?

Not long ago, Bill Gates offered some investment advice. That, in itself, constitutes news, but the content and the reactions make up a more interesting story. Q3 2019 hedge fund letters, conferences and more Gates told the Financial Times, in essence, that investors who want to do something about climate change...

Ranked: The World’s Largest Energy Sources

Every day, humans consume roughly 63,300,000 megawatt-hours (MWh) of electricity to power our homes, workplaces, and vehicles─about the same produced by over 5,700 Hoover Dams. While present-day electricity generation is slanted heavily in favor of coal and gas on a global basis, renewable sources have started to gain ground. Today’s graphic...

Visualizing U.S. Energy Use In One Giant Chart

If you feel like you’ve seen this diagram before, you probably have. Q1 hedge fund letters, conference, scoops etc Every year, it’s assembled by the Lawrence Livermore National Laboratory, a research center founded by UC Berkeley and funded primarily by the U.S. Department of Energy. The ambitious aim is to chart all...

Epsilon Energy Is A Grossly Undervalued Gem Off The Beaten Path

Are you looking for a profitable and debt-free company with attractive key metrics, high insider ownership and strong catalysts? Do you also want it to be off the beaten path? If this is the case, don’t look any further. Welcome Epsilon Energy (EPSN).  Q1 hedge fund letters, conference, scoops etc I’m...

Copper’s Role In The Transition To Clean Energy

A future powered by renewables is not in the distant horizon, but rather in its early hours. Q1 hedge fund letters, conference, scoops etc This new dawn comes from a global awareness of the environmental impacts of the current energy mix, which relies heavily on fossil fuels and their associated greenhouse...

TransGlobe Energy: Dividend, Growth And Undervaluation Bundled Up

Dividend investors look for sustainable and decent dividends with upside potential. Value investors chase undervalued stocks on an absolute and relative basis with catalysts that could unlock significant shareholder value while also closing the valuation disconnect. Q1 hedge fund letters, conference, scoops etc TransGlobe Energy (TGA), at the current price of $1.90...

Open Square Capital 1Q19 Letter – Up 44% YTD On Energy Bets

Open Square Capital letter to investors for the first quarter ended March 31, 2019. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay Dear Limited Partners, We’re running through a charred landscape now. It’s what’s left after things burned to the ground three months ago, when financial markets dislocated from reality and...

Are Stocks In The Non-Energy Minerals Sector Investable? Part 13

Introduction The Non-Energy Minerals Sector is mostly comprised of very cyclical and typically commodity-based companies.  Consequently, very few companies in this sector offer the consistency and predictability that prudent and/or conservative investors might require.  As a result, I personally tend to eschew investing in companies in this sector.  In addition...

Valero Energy, An Attractive 4% Dividend Yield Play?

Introduction I am always searching for profitable dividend growth companies for my Fiorente portfolio. In my portfolio are companies that have a good credit rating and a healthy growth in revenue and cash flow. An increasing dividend payout history and a good credit rating are key criteria, as well. Q4 hedge...

The Two Energy Futures Facing America

There are two energy futures for America. One is freedom and prosperity. The other is politics, conflict, and waste. As with other goods and services, energy’s availability and affordability will depend on whether natural incentives and economic law are respected or hampered by government policy. Q3 hedge fund letters, conference,...

The Bull Case For Energy Metals Going Into 2019

The rapid emergence of the world’s renewable energy sector is helping set the stage for a commodity boom. Q3 hedge fund letters, conference, scoops etc While oil has traditionally been the most interesting commodity to investors in the past, the green energy sector is reliant on the unique electrical and physical...

This Chart Shows Which States Produce The Most Wind Energy

There are lots of problems with wind power. Wind turbines are ugly and loud. They kill lots of birds. They only produce electricity if the wind is blowing, obviously. Plus, they’re expensive, relying on lots of government subsidies to get up and running. Combined with the fact that green energy...

Neil Hennessy: The Case For Japan And Energy Stocks

Neil J. Hennessy is portfolio manager and chief investment officer at Hennessy Funds, where he personally manages or co-manages the following funds: Cornerstone Growth Fund, Cornerstone Mid Cap 30 Fund, Cornerstone Large Growth Fund, Cornerstone Value Fund, Total Return Fund and Balanced Fund. Q3 hedge fund letters, conference, scoops etc Pexels...

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