Company Overview and News

 
Unknown, Profitable, Oil-Weighted Energy Producer At Deep Discount To NAV And Peers

2018-05-23 seekingalpha
Razor Energy is an oil-weighted energy producer that has increased its production significantly since 2017 while maintaining a strong balance sheet with leverage being well below 2 times.

 
The Positive Reflexive Feedback Loop Has Started For Energy Stocks

2018-05-21 seekingalpha
Energy sector performance relative to WTI has broken out of a downtrend that's been in place since the start of 2017.

 
2018 Best Ideas Update - How Did We Do And Where They Are Headed

2018-05-11 seekingalpha
We give an update on our three best ideas of the year: California Resources, Gear Energy and Discovery Communications.

 
Gear Energy Ltd. Announces Results of Directors Vote

2018-05-09 globenewswire
CALGARY, Alberta, May 09, 2018 (GLOBE NEWSWIRE) -- Gear Energy Ltd. (“Gear”) (TSX:GXE) is pleased to announce that the nominees listed in the management proxy circular dated April 2, 2018 were elected as directors of Gear. The detailed results of the vote for the election of directors held at Gear's annual meeting of shareholders held today (the “Meeting”) are set out below.

 
Weekly Oil Markets Recap - Outperformance Comes From Conviction And Patience

2018-05-06 seekingalpha
Not only is oil regaining multi-year highs, the HFI Portfolio and energy stocks are moving higher as well. As we wrote in a daily this week titled, "Leaderboard Change: Energy Stocks Climbing To The Top." There has been a not so subtle shift in the market leaderboard in April, and energy stocks are now climbing to the top.

 
Using The Power Of Incentives To Understanding Markets And Oil

2018-05-04 seekingalpha
"Never, ever, think about something else when you should be thinking about the power of incentives." ~ Charlie Munger.

 
Open Square Fund Q1 2018 Commentary (Part 2 Of 2)

2018-04-19 seekingalpha
The market is currently distracted by the narratives of technology to the exclusion of other sectors.

 
Weekly Oil Markets Recap - Energy Stocks Aren't So Hated Anymore

2018-04-15 seekingalpha
Energy stocks have managed to outperform the broader markets by 9.8% since the middle of March, the steepest and fastest outperformance since the oil downturn.

 
Buy Canadian Heavy Oil Producers As The WCS-WTI Discount Narrows

2018-04-03 seekingalpha
Canadian heavy oil producer equities have diverged greatly from the recent improvement in Western Canadian Select prices or WCS. The discount between WCS and WTI continues to narrow allowing knowledgeable investors to take advantage of the complacency in Canada.

 
This Small-Cap Oil Producer Is Too Cheap To Ignore

2018-03-28 seekingalpha
Concerns over Canadian heavy oil are overblown as WCS spreads have already started to tighten and crude by rail shipments increasing.

 
BRIEF-Gear Energy Announces Operational Update And 2018 Revised Outlook

2018-03-21 reuters
* GEAR ENERGY LTD - SEES 2018 CAPITAL AND ABANDONMENT EXPENDITURES OF $50 MILLION Source text for Eikon: Further company coverage:

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Canada Is The Worst Performing Equity Market Over The Last 10-Years, But With Inflation Coming, What Does That Mean?

2018-02-26 seekingalpha
Note: This was one of the write-ups in our HFI Research weekly flagship report, What Changed This Week 2-10-18. If you are interested in more of these write-ups, please see here for more info. This article was first published on February 10, 2018.

 
An In-Depth Look At Eagle Energy's Operations, Production Outlook, And Profitability

2018-02-13 seekingalpha
Following an in-depth look at the asset portfolio in a previous piece, I review the operations, production outlook, and profitability of Eagle Energy.

 
Weekly Oil Markets Recap - The Pullback

2018-02-05 seekingalpha
Oil prices have diverged from the underlying fundamental factors as the recent price moves have closely correlated with macro factors like the USD and euro.

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2018-05-25 - Asif

Overview Heron is a commercial-stage biotechnology company focused on improving the lives of patients by developing best-in-class treatments that address some of the most important unmet patient needs. Heron Therapeutics is developing novel, patient-focused solutions that apply its innovative science and technologies to already approved pharmacological agents for patients suffering from cancer or pain. On August 9, 2016, its first commercial product, SUSTOL, was approved by the FDA. The company developed SUSTOL for the prevention of chemotherapy-induced nausea and vomiting (“CINV”). SUSTOL is indicated, in combination with other antiemetics, in adults for the prevention of acute and delayed nausea and vomiting associated with initial and repeat courses of moderately emetogenic chemotherapy (“MEC”) or anthracycline and cyclophosphamide (“AC”) combination chemotherapy regimens. The company commenced commercial sales of SUSTOL in the U.S. in October 2016. On November 9, 2017...

ACIA: Acacia Communications Analysis and Research Report

2018-05-25 - Asif

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ANTH: Anthera Pharmaceuticals Analysis and Research Report

2018-05-21 - Asif

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