The Risk of Backing into a Speculative Position

You can choose a ready guide in some celestial voice If you choose not to decide, you still have made a choice You can choose from phantom fears and kindness that can kill I will choose a path that’s clear

MRC Global: A Play on Oil & Gas Recovery

MRC Global is the largest distributor of pipes, valves, fittings, and related products and services to the energy industry.  The company was founded in 1921 as McJunkin Supply Company and grew organically and through acquisitions over the years.  In January

The Facts Change at Contango Oil & Gas

Over the past several months, Contango Oil & Gas Company shareholders have received a steady stream of bad news. Read this article for an update on our investment thesis.

Contango Oil & Gas: Compelling Opportunity for Natural Gas Bulls

In this article, we discuss the investment merits of Contango Oil & Gas, a unique exploration and production company with a compelling risk/reward profile.

Pitfalls in Oil & Gas Accounting

One of the most important task investors face involves identifying distortions in a company’s financial statements which may obscure actual economic performance or distort comparisons with other firms in the same industry. In this article we take a look at some potential pitfalls in accounting for oil and gas companies


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