Keith Schaefer

What is the #1 rule of real estate? Location, location, location. How about your smart phone? What is the most valuable real estate on your (and hundreds of millions of other’s) smart phone? It’s the home-screen of course; the one you see as soon as your phone boots up. Second question.  Who owns the prime […]

The big news out this last week was that Philadelphia Energy Solutions (PES) will permanently shut its South Philadelphia refinery in the next month. Whether “permanent” means permanent, well, we’ll see.  But at the very least, the refinery isn’t coming back any time soon. I’ve been watching the refiners closely for the last couple months.  […]

Roscan Gold is the stock that I think will be The Next Big Discovery in the mining world. And it couldn’t have come at a better time, with gold breaking out above 5 year highs. As I explain how CEO Greg Isenor and Director Dave Mosher have discovered over 10 million ounces of gold – […]

Have you ever had a stock go up 1000%–or 10x–in just one year? It’s exhilarating–and a bit nerve wracking. The best place to find these Huge Wins is in junior mining stocks.  And I expect to see A LOT more now that the gold price has broken out to 5 year highs.  There’s going to […]

These are dark days for the ethanol industry.  It’s very much a different story from 2013-2015, when Green Plains (GPRE-NASD) was a great investment, and one of my biggest wins.  It went from $4-$48 in two years, and I caught the run from $9-$30. Ethanol is gasoline made from corn, and it gets very profitable […]

Paul Andreola is one very patient–and very successful–investor.  In the 20 years that I have known him, he has been a stockbroker, a CEO of a public company, a company founder, and a full time investor.  He has looked at the investing  game from every angle. And last week he tweeted out: Despised is right!  […]

Shipping has not been a great industry–for management teams or investors–for several years now. I warned readers to avoid the sector like the plague back in 2016 with this story here: http://bit.ly/tankersoversupplied The sector is capital-intensive, has no product differentiation (ie. one ship is the same as the next), and frankly, my experience has been […]

Can somebody tell me why the (Canadian) oil industry hates Justin Trudeau so much? Alberta seems to think the Prime Minister has it in for them.  They’ve gone so far as to send a caravan of trucks across the country just to let him know how angry they are! But I just don’t get it.  […]

I can’t believe it has been ten years – an entire decade since I launched the Oil and Gas Investments Bulletin in the spring of 2009. I started with a mission to explain The Shale Revolution in simple English to retail investors…and make some money doing it, by trading my own account. While the energy […]

I can’t believe I’m saying this – but I think Canadian oil stocks could outperform US oil stocks this year.  The charts look great, and it looks like we’re coming out of maximum pessimism in the oilpatch.  That’s where BIG GAINS are made. The Market is starting to price in three factors IMHO: 1. The […]