I totally agree with everything you said. Check out my first blog entitled "Peak Oil Investing Mach 2 – Part 1- The Sixth Sense" - I think that you will find it along your line of thought. Let me know what you think of it.
Ensco International and Oilsands Quest: Two Diverse Energy Bets [View article]
Good article. I own BQI and it makes sense to own it considering that Suncor is located a bit to the west of their land and Peak Oil will eventually make any stock with "tar sands" exposure rocket up just like the internet stocks in 98. It does have fundamentals too.
Consolidation Is in the Air [View article]
Ensco International and Oilsands Quest: Two Diverse Energy Bets [View article]