David Addison
Contributor since: 2013
Latest Articles
Cenovus Energy's Spare Capacity Supports The Current Valuation
The Battle For Dawn, Part 2: Rebalancing The North American Natural Gas Super Glut
Advantage Oil And Gas's Cost Advantages Are Fully Priced
The Battle For Dawn, Part 1: The Making Of A North American Natural Gas Super Glut
Painted Pony Price Target Revised Due To Lower AECO Prices, Higher Decline Rates
Western Canadian NatGas Production Growth Creates An Illusion Of Value
Painted Pony Petroleum Offers Compelling Upside At The Cost Of Significant Commodity Price Risk
Negative AECO Gas Prices To Force Canadian Gas Producers Into Early Hibernation
Efficiency Gains, Not Higher Prices, Herald The Return Of Opportunity For Upstream Investors
Value Investing In The Oil Patch: A Loser's Game
Imperial Oil: Levered Exposure To Oil Prices At A Fair Price
Cenovus' Consolidation Offers Counter-Cyclical Upside
Harvest Natural Resources: Classic 'Cigar Butt' Stock Following Asset Sale
False Profits: A Prodigal Value Investor Returns From The Oil Patch
Winter Is Coming For Upstream Oil And Gas Companies In 2015, Part 4 - ConocoPhillips
Winter Is Coming For Upstream Oil And Gas Companies In 2015, Part 3 - Chevron
Winter Is Coming For Upstream Oil And Gas Companies In 2015, Part 2 - Royal Dutch Shell
Winter Is Coming For Upstream Oil And Gas Companies In 2015, Part 1 - Exxon Mobil
Looking For Value In The Oil Patch? Try The Value Chain
Right-Headed Investors Should Avoid Upstream MLPs
PBF Energy's Assets Trading Well Below Fair Value, Multiple Catalysts Ahead
Dropping It Like It's (Not That) Hot: VLO'S MLP Strategy In Focus
Valero Is Conservatively Valued
Turnaround Or Not, Yahoo Shares A Bargain
Shareholder Rejection Of Yongye's Buyout Offer: Boon Or Boondoggle?
Yongye: Unique Risk-Arbitrage Opportunity​ For An Undervalued Firm
Kingold Is Precious: Shares Up 40% In The Week Following Downgrade By Analysts