Energess Premium: The Interactive Dashboard I Built for Energy Investing
What is Energess Premium? As I became more serious about energy analysis and with the advent of AI LLMs, I…
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2025 Energy Portfolio Review
Investment Framework The investment framework for my energy sleeve is boring, but it has been effective thus far. The strategy…
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Whitecap Resources: Strong Q2 2025 Puts 10%-15% Annual Return Target in Sight
Summary Introduction Whitecap Resources (WCPRF, WCP:CA) posted strong Q2 2025 results in its initial quarter after integrating Veren. In my previous Whitecap article, my…
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Viper Energy: A Low-Risk Way to Play the Permian
Summary Introduction Viper Energy (VNOM) is a low-risk way to invest in U.S. oil and gas. Integrated majors and exploration…
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Canadian Natural Resources: A Core Energy Holding with Remaining Upside
Summary Introduction Canadian Natural Resources (NYSE:CNQ, TSX:CNQ:CA) is an E&P that, I believe, should be considered for a core position…
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Whitecap Resources: Undervalued Post-Veren Merger
Summary Introduction The dust has settled after the Whitecap Resources (OTCPK:SPGYF, TSX:WCP:CA) and Veren merger closed on May 12, 2025,…
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ARC Resources: Addition by Addition at Kakwa
Summary Investment Thesis I maintain a bullish outlook on ARC Resources (OTCPK:AETUF) (TSX:ARX:CA), supported by company-specific catalysts and expected longer-term…
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Why Every Investor Should Reconsider Their Energy Allocation
Structurally Underweight Most passive, index-based investors have minimal exposure to the energy sector. As of April 2025, the sector made…
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APA: Value or Value Trap?
Introduction APA Corporation (NASDAQ: APA) screens as a value opportunity in an energy sector that remains out of favor. While my…
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Tourmaline Oil: Canada’s Play on Global Natural Gas Arbitrage
Summary Investment Thesis The setup for natural gas is constructive, and Tourmaline Oil is well-positioned to benefit with their high-quality,…
