John Stephenson, who spent eight years tracking resources at fund manager First Asset Investment Management Inc., is creating his own hedge fund to favor U.S. equities over Canada.
Chances are good an oil pipeline to Canada’s east coast will beat to market Enbridge Inc.’s Northern Gateway project, even with its approval this week by Prime Minister Stephen Harper’s government.
Encana Corp. is poised to attract suitors after the departure of its chief executive officer, whose bet on natural gas wiped out a third of the Canadian explorer’s value.
A labor dispute that all but shut platinum mines in South Africa since January is extending the longest shortfall in global production since 2005, which Morgan Stanley predicts will take at least four years to fix.
Canadian Natural Resources Ltd. is about to play catch-up on dividends.
Investors are no longer wondering if BlackBerry Ltd. will run out of cash. For some, it’s now a question of when.
"There's no question they need more gas."
- John Stephenson on Aug 04, 2014
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