Insights on Energy (Part 5): How to Pick the Right Investments in the Energy...
The following article is the fifth and last part of Insights on Energy, a series of articles dedicated to a better understanding For more great content, visit BeyondProxy
View ArticleMy Case for Northern Tier Energy
The United States oil refining industry is highly fragmented with approximately 140 refineries and a throughput of almost 18 million barrels per For more great content, visit BeyondProxy
View ArticleOur Oil Services Stocks are Undervalued in Spite of the Drop in the Oil Price
Lars Jakob Selsås is a Securities Analyst at Braun, von Wyss & Müller. Some of our worst performing stocks over the last For more great content, visit BeyondProxy
View ArticleContrarian Themes: MLP Meets Charles Ponzi
Some publicly traded MLPs may not be the stable income sources they are believed to be. (capital committed 2011) Consensus View (circa For more great content, visit BeyondProxy
View ArticleC&J Energy: Priced for Doomsday Scenario
CJES is our only exposure to the oil and gas sector. It has been painful to watch our 75% gain revert to For more great content, visit BeyondProxy
View ArticleMy Investment Thesis on Bellatrix Exploration
Bellatrix Exploration Ltd. (“BXE”) is a Canadian energy producer focused on exploration and development of light oil and liquids-rich natural gas opportunities For more great content, visit BeyondProxy
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