DKI is pleased to present our November Subscribers’ webinar with energy expert Mark Rossano of C6 Capital. We discuss important issues related to energy investing. Topics include: • Oil and gas investing: supply, demand, refining, and transportation • Oil and gas investing: how much will events in Ukraine/Russia and Israel/Gaza affect the industry • Pipelines … Read more
It was a big week for spending. The consumer bought huge amounts of holiday gifts. (For my fellow Michiganders, the consumer did get much on sale because they require big savings.) The government bought a big positive revised GDP print. And Sheldon Adelson’s widow, Miriam, bought most of a basketball team. If you don’t want … Read more
This piece was originally published on November 30th, 2023. Overview: For many years, I’ve seen prominent investors criticize stock buybacks. In the worst examples, they’ve said buybacks provide only a one-time lift to earnings with no long-term benefit. Recently, investor Harris Kupperman, wrote about the subject of dividends vs buybacks and came out strongly in … Read more
Yesterday, we filmed the November subscribers’ meeting with Mark Rossano. He’s one of the best energy investors I know and we covered oil, gas, uranium, nuclear, green energy, and pipelines. The video is set to private and will be publicly available in a week. Premium subscribers are invited to view the video early by emailing … Read more
