NAV Information

Valuing Canadian Energy Companies

Monthly Archive: February 2016

Market Risk Indicator

Market Risk Indicator

Market Risk Indicator, Part 2

In the blog post Market Risk Indicator, I wrote about the amount of debt in the economy and how different market based time series can be used to flag when there is stress in the...

Market Risk Indicator

Market Risk Indicator

Market Risk Indicator

I thought with this post that I should give some more details on the Market Risk Indicator or the Boom-Doom indicator that was recently posted to the website.  In summary before I go into...

Reserve Price Forecast Comparison

Reserve Reports

New Year, Updated Reserve Reports

Reserve reports are updated each year by the energy companies in Canada(and the US) allowing you the investor to gauge company performance and adjust what to pay for the shares in the company. Coming...

Drilling rig

Companies

Penn West Petroleum, Great Value, High Risk

Penn West Petroleum is an interesting company from the valuation point of view in that they have a Stock price that is much lower than their net asset value, when looking at the 2014 yearend reserve report,...