The remaining value in this space may lie in Canadian names.
Domestic prices will trend to the higher world level.
You'll need patience and comfort with volatility.
Torchlight is managing its risk well, and it could soon become better known.
HCLP is a growth company in a shale revolution that's here to stay.
A longer look is needed for iron ore, natural gas and coal.
I am more optimistic about some of the larger onshore plays.
The company needs to get a handle on its gross margin.
Just like the tourney, you have to check emotion at the door.
Transit needs to use more domestically produced energy.

Columnist Conversations

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