Marin Katusa of Casey Research Discusses Shale Oil and Gas Opportunities, Poseiden Concepts, Trican
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Marin Katusa, Chief Energy Investment Strategist for Casey Research is the guest on Midas Letter Money. Marin enlightens James on the regulatory nuances affecting the burgeoning shale oil and gas industry, whereby hydraulic fracking technology makes hydrocarbons trapped in impervious shales and other low-porosity substrates accessible and recoverable.
He touches on Poseiden Concepts Corp. (TSX:PSN), one of his portfolio holdings, and Trican Well Service Ltd. (TSX:TCW), another portfolio holding he likens to Schlumberger (NYSE:SLB) and Halliburton Company (NYSE:HAL).
He also explains why the prices of natural gas producers have collapsed whereas the producers of higher value condensates and light oil continue to perform well.
For over a quarter of a century, legendary investor and best-selling author Doug Casey and his team at Casey Research have been helping self-directed investors to earn superior returns through innovative investment research designed to take advantage of market dislocations. Visit them online at http://www.caseyresearch.com
Midas Letter Money is the show about commodities, energy, and natural resources and the public companies who seek for and develop them. Hosted by James West and distributed to 450,000 installed subscribers to the Thomson Reuters Insider platform, the show is available at insider.thomsonreuters.com or at http://www.midasletter.com
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