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Must Own Stocks

In several years, there are companies that if you do not own, you will look back and say "why didn't I buy?"

Punch Card InvestorWarren Buffett has said, "I could improve your ultimate financial welfare by giving you a ticket with only twenty slots in it so that you had twenty punches - representing all the investments that you got to make in a lifetime... Under those rules, you'd really think carefully about what you did, and you'd be forced to load up on what you'd really thought about. So you'd do so much better."

Our "must own' stocks ARE the companies for your punch card. Subscribe to the American Resource Boom Letter today.

Energy Facts

The Boom Blog

  • Updates and updates

    Over the next few weeks I will be updating the site a bit making it a little easier on the eyes. One thing I am going to do in particular is add company reports on our "must own" companies that are updated monthly with news and links to interesting analysis. Also, I will be starting to write an...

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  • The Great Retrenching Continues...

    In September of 2008 I had coffee with a group of executives from local manufacturers, it was just after the financial crash had started. One company president in the group — a particularly political sort — asked me how long the economic slowdown would last? I said “until the middle of the next...

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  • "Must Own Stocks" Chart

    Here are the stocks I have deemed "Must Own" stocks. Because this is a quality service and not a quantity service, these are companies that meet very real "punch card" criteria and should be included in long-term portfolios. Selections showing up on this list for the public are 4 to 6 weeks...

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  • The Peak Oil Plateau

    Jim Rogers is one of the best-known commodity investors of our time. He correctly predicted the collapse of the stock-market bubble at the end of the 1990s and the rise of commodity prices in the 2000s. One of Roger's mantras was that oil prices would rise substantially due to a lack of new...

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  • Cleaner Opportunities in Fracking

    One of the major arguments for those who support natural gas as a replacement for coal is that it is cleaner. That argument is challenged however by the process of fracking which has its own environmental problems. An externality is a consequence, positive or negative, that is experienced by...

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  • Gold ETF Lets Retail Investors Swap shares for Bars

    By Myra P. Saefong, MarketWatch - SAN FRANCISCO  —  A new gold-backed exchange-traded fund launching this week boasts a unique characteristic: individual investors can take delivery of physical gold — in small bars or coins — in exchange for shares of the Merk Gold Trust. Set to start trading...

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  • Sometimes it Pays to be Cautious

    “We just throw some decisions into the ‘too hard’ file and go onto others.”   Charlie Munger I am not trading much the past few weeks other than adding some SunEdison and Westport to accounts that do not have those holdings. The market is testing new highs and not breaking out. The major indexe's...

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Energy Technolution

  • Technology leading way to freedom from OPEC

    News out of Iraq has helped drive oil prices higher in recent weeks. One of the predictable results has been a slew of articles about how rising oil prices could thwart a U.S. economic resurgence. While that might be partially and temporarily true in the very short run, the reality is that the...

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  • America's Natural Gas Future

    Less than a decade ago, America was on a path toward higher energy prices that threatened a host of economic consequences that would negatively impact the standard of living for most Americans. In addition, the United States seemed doomed to be involved in conflicts that at least peripherally had...

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  • Benefiting from Coal's Decline

    Despite all the angst from the coal industry, there are plenty of winners from the shut down of hundreds of coal fired power plants. Among them are our lungs, but I digress. The main winners from the ongoing coal fired power plant closures are mainly associated with natural gas. That's fairly...

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  • More About Why Coal is Nearly Dead

    A new study to appear in the publication Climatic Change will discuss that only 90 companies account for the bulk of greenhouse gas emissions. These 90 companies have accounted for about 63% of all greenhouse gases emitted in the past 250 years, despite the vast majority of the emissions being...

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  • Coal is in a Coma - Good!

    Subscribers will have noticed by now that I haven't had anything nice to say about coal despite the cratered share price of miners and some other related industries. I still don't have anything nice to say. However, ignoring my mother's advice not to say anything unless I have something nice to...

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  • Insiders are Selling Whiting Petroleum

    By Markus Aarnio In this article, I will feature one energy stock that has seen intensive insider selling during the last 30 days. Intensive insider selling can be defined by the following three criteria: The stock was sold by three or more insiders within one month. The stock was not purchased by...

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  • Goodbye, $100 oil. Hello, $3 gasoline!

    By Myra P. Saefong, MarketWatch Crude-oil stockpiles in the U.S. are heading toward a record, pushing off a return to $100-a-barrel oil, and giving drivers a shot at $3-a-gallon gasoline. “With the overhang of crude supplies building over six weeks, we are unlikely to see $100 oil again very...

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