The Boom Blog

  • "Must Own Stocks" Chart

    Here are the stocks I have deemed "Must Own" stocks. Because this is a quality service and not a quantity service, these are companies that meet very real "punch card" criteria and should be included in long-term portfolios.  Real-time and complete trade details are reserved for subscribers. Month...

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  • Russia, America and Natural Gas - Part II

    Much has been made out of the impact that Russia's annexation would have on world oil and gas markets. Chief among these concerns is the potential disruption of the flow of natural gas from Russia to Europe. I foreshadowed this predicament in an article from May of 2013 titled: Europe’s future may...

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  • The Target List

    The following is a list of common stocks, ETFs and closed-end funds that are resource related which we are willing to buy new or add to our positions should pricing and risk management allow us to do so. We will generally buy a company's stock or initiate an option strategy when the company is...

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  • Russia, America and Natural Gas

    This week on MarketWatch.com I will be talking about the future path's of natural gas development, markets and investing. In particular, I will spend an article on the impact of Russia's move into Crimea. Below is a "must read" article from Stratfor which discusses the developments between the...

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  • Time to Start Thinking Like a Contrarian on Coal

    I have posted a few blogs regarding coal's demise.  As I discussed in this radio show:  http://www.cosozo.com/radio-show/boomers-rock/radio-show-episode/global-warming-your-portfolio coal will make a huge comeback when somebody figures out the technology to convert to a cleaner fuel. That day is a few years away yet, but out of necessity comes invention. In the meantime, coal...

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  • Score One for Mitt Romney

    During the last Presidential campaign Mitt Romney uttered that Russia "... is without question our number one geopolitical foe, they fight for every cause for the world's worst actors. The idea that he (President Obama) has more flexibility in mind for Russia is very, very troubling indeed..." I...

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  • Hedge Funds Mistaken on Gold

    I recently made Barrick Gold a "Must Buy" company. A few folks emailed me asking if they should buy gold too in the form of the SPDR Gold Shares ETF (GLD). One pointed out that hedge funds were increasing their bets on gold - primarily in futures - suddenly. The short answer is NO, do not buy GLD...

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Energy Technolution

  • Benefiting from Coal's Decline

    Despite all the angst from the coal industry, there are plenty of winners from the shut down of hundreds of coal fired power plants. Among them are our lungs, but I digress. The main winners from the ongoing coal fired power plant closures are mainly associated with natural gas. That's fairly...

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  • More About Why Coal is Nearly Dead

    A new study to appear in the publication Climatic Change will discuss that only 90 companies account for the bulk of greenhouse gas emissions. These 90 companies have accounted for about 63% of all greenhouse gases emitted in the past 250 years, despite the vast majority of the emissions being...

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  • Coal is in a Coma - Good!

    Subscribers will have noticed by now that I haven't had anything nice to say about coal despite the cratered share price of miners and some other related industries. I still don't have anything nice to say. However, ignoring my mother's advice not to say anything unless I have something nice to...

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  • Insiders are Selling Whiting Petroleum

    By Markus Aarnio In this article, I will feature one energy stock that has seen intensive insider selling during the last 30 days. Intensive insider selling can be defined by the following three criteria: The stock was sold by three or more insiders within one month. The stock was not purchased by...

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  • Goodbye, $100 oil. Hello, $3 gasoline!

    By Myra P. Saefong, MarketWatch Crude-oil stockpiles in the U.S. are heading toward a record, pushing off a return to $100-a-barrel oil, and giving drivers a shot at $3-a-gallon gasoline. “With the overhang of crude supplies building over six weeks, we are unlikely to see $100 oil again very...

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  • Bakken, Eagle Ford Account for Two-thirds of U.S. Energy Growth

    By Claudia Assis North Dakota’s Bakken and South Texas’s Eagle Ford shale formations were responsible for 75% of oil production growth over the past month, and West Texas’s Permian remains the largest oil producer, according to a report released Tuesday. EIA In natural gas, the Marcellus...

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  • Time to Trim Oil Company Holdings

    Since early 2012 , I have been recommending oil-exploration-and-production (E&P) and oil-services stocks. In particular, I was very high on stocks from the Williston Basin in North Dakota. Having gone to the region three times in the summer of 2012, my conviction that several companies operating there...

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Energy Fact Check

Must Own Stocks

In several years, there are companies that if you do not own, you will look back and say "why didn't I buy?"

Punch Card InvestorWarren Buffett has said, "I could improve your ultimate financial welfare by giving you a ticket with only twenty slots in it so that you had twenty punches - representing all the investments that you got to make in a lifetime... Under those rules, you'd really think carefully about what you did, and you'd be forced to load up on what you'd really thought about. So you'd do so much better."

Our "must own' stocks ARE the companies for your punch card. Subscribe to the American Resource Boom Letter today.

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