Summary Comstock Resources stock is down 20% due to warmer weather and high gas storage levels. New LNG plants set to open in 2024-2026 will create new demand for gas. The future investment case for Comstock Resources depends on higher gas prices and potential catalysts in the Haynesville region. CRK is in the buy zone at current prices. viafilms/iStock via Getty Images Introduction Comstock Resources (NYSE:CRK) is down 20% this month, following a decline back to the low-3's for Natty. Warmer weather and the prospects of more of the same, just crushed the stock. Then there are the relentless injections into gas storage, nearing what some call tank-top, with the addition of another 60 BCF la

wwing Introduction Crew Energy Inc. (OTCQB:CWEGF) is a Canadian gas-oriented producer that we last wrote up with a strong buy in the low $3's in February, noting however the macro environment for gas might make growth difficult over the short haul. That's still true, but there are some catalysts with a 3-6 month timeline that could change the story. Crew Energy price chart (Seeking Alpha) That wasn't a bad call, as the company has rallied to the upper-$4's, before making a slight pullback. Analysts are

Hmmm...need a permit, hunh? I know a guy...but, it's gonna cost ya. Ugur Karakoc/E+ via Getty Images Introduction There is a good bit of churn in the marginal LNG space. When I say marginal, I mean plants that are not likely to be up and running until the latter part of this decade, or early in the next decade. (You got that pun, didn't you? Old mud engineers can't resist a pun.) NextDecade Corporation's (NASDAQ:NEXT) Rio Grande proposed facility in Brownsville, fits neatly into that category, as does Tellurian's (TELL), Driftwood plant south of Lake Charles, and Energy Transfer's (ET) Lake Charles LNG. They are all swimming upstream engage

I want higher gas prices...and I want them NOW. zdravinjo Introduction Birchcliff Energy Ltd. (OTCPK:BIREF) is a Canadian energy company with a production base that runs lopsidedly to natural gas. The last time we covered them in May of 2022, we thought the company was in a buy zone near $8.00 per share. BIREF price chart (Seeking Alpha) That call looked ok for about a month as natty rallied in the $10 MCF range, and the stock rallied into the high $9's. It quickly began to age out as gas futures began to suggest the bottom was about to drop ou

BrianAJackson Introduction Matador Resources Company (NYSE:MTDR) was put on our buy list at ~$45 this May, and thus far it hasn't disappointed. For last couple of weeks it's been hanging about the $60 range, giving us a tidy ~30% bump higher in the last three months. Curiously, it took a step back on Friday for no reason I can discern but growing concerns about the Chinese economy, which appears to be ending a twenty year expansion that saw double-digit growth every year. On Friday, a big property developer in China, Evergrande, sought bankruptcy protection in U.S. and Hong Kong courts and had pundits wonderin

moisseyev/iStock via Getty Images Introduction A quick look into my published article database showed that it had been a good while since I spilled any ink in the direction of Beach Energy Limited (OTCPK:BEPTF). Two years, as a matter of fact, so it was high time for a revisit. Readers might want to access this older article for more context, as I am going to focus on some key projects that are nearing fruition in this article. Beach Energy Price Chart (Seeking Alpha) Fortunately, we haven't missed much in the last couple of year

ftwitty/E+ via Getty Images Introduction Core Laboratories Inc. (NYSE:CLB) turned in a pretty decent quarter that was boosted by some one-off balance sheet adjustments. An $11,600 mm gain from rehoming to the U.S. from the Netherlands was logged, along with the proceeds from an insurance policy of $2.9 mm, made up most of the company's operating profit. Normal trading in this stock is 3-400K shares per day. On June 23rd an exit occurred of massive proportions, some 8 mm shares. As this was ahead of the earnings release a month later, one has to wonder what "spooked the herd" so early on. A "

Holy Moly... Enbridge is in the $30's???? Gotta tell Dad to load the wagon! Olga Potylitsyna/iStock via Getty Images Introduction Enbridge (NYSE:ENB) hasn't been this cheap since 2021. Since early May it's been making lower highs and lower lows, bumping off support at $36.72 and then reversing to resistance at $37.42. On July 25th, it collapsed toward support set on 10-13-2022 at $35.00, and was saved only by a 10-12 mm share buy on the 11th (last Friday), from tapping the $35 line. Missing by a bit-$0.01, on their bottom line, and by a mile-$1.0 bn, on their top line for Q-2, probably has likely contributed to the recent share weakness. ENB

FatCamera/E+ via Getty Images Introduction Schlumberger Limited (NYSE:SLB) missed on the top line by $112 mm, but beat on the bottom line by a penny in their most recent Q2 earnings release. This news was clearly priced into the stock, as the trading has been flat since. There was a window from late April to early July where it was trading at a substantial discount to today's price, in the mid-$40's, and it was a frequent topic of discussion in my investing group. That window has now closed for this cycle, and I expect the easiest path is higher for the stock in the market we see developing over the next few months.

SummaryNewpark Resources, Inc. is in the final stages of restructuring throes and is emerging as a capital-light OFS company and a strong player in Industrial Mats.Mats is the future of the company, as it brings higher margins, but OFS revenues still carry Newpark Resources.We rate Newpark Resources, Inc. stock a hold due to the current decline in the OFS sector.Protective foam floor tiles / mats inside a play room, nursery school or gymIntroductionLong-time readers of my articles on Newpark Resources, Inc. (NYSE:NR) will note a change in the theme from drilling rigs to interlocking mats. That is because the company is in the later phases of a "core business" pivot from drilling and completion fluids, to industrial hygiene applications using mats to access as well

SummaryHeadwater Exploration Inc. is growing production rapidly in its low-cost, low-decline fields in Canada's Clearwater play.Low oil prices and reduced netbacks have impacted Headwater Exploration shares, but valuations are still a bit rich. Increased production could improve this situation.Patient investors may still find Headwater Exploration attractive as a long-term play that could deliver growth and capital returns.Headwaters of Colorado River in Rocky Mountain National ParkIntroductionHeadwater Exploration Inc. (OTCPK:CDDRF, HWX:CA) is a Canadian Oil and Gas Driller specializing in the Clearwater play in Northern Alberta province. We've written HWX up a couple of times previously, and if the company interests you, you might go back and give those older articles a read. (I go into

SummaryChevron Corporation is growing production organically and by acquisition with the newly announced PDC Energy, Inc. pickup. We will take a quick look at the PDC deal in this article.Cost control is a key aspect of the company's outstanding financial performance.We think Chevron Corporation is attractive at current levels for growth and income.RichVintage/E+ via Getty ImagesIntroductionChevron Corporation (NYSE:CVX) is trading near all-time highs and is scaring some investors and authors on Seeking Alpha. We think these concerns are overblown and investors who are long the stock should look through the current weakness driven by short-term oscillations in oil prices and stay the course.CVX price chartCVX is a beast that should grind out superior results with WTI in its current trading