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It’s a matter of simple mathematics: North America can’t afford to abandon development of the Canadian oil sands.
Although the group has been out of favor, some offshore contract drillers offer an attractive combination of defensive qualities and exposure to long-term growth trends. The key is identifying names that have exposure to the business lines that offer the … Continue reading
Warnings of lower coal shipments from both Walter Energy and Alpha Natural Resources have investors dumping all coal producers and coal shippers. A close analysis reveals that the problem is not industry-wide, but limited only to met coal producers. Buying … Continue reading