RE:Canadian Oil Mafia & Michael Blair Michael Blair was a huge PWE supporter years ago and he got burned royally. That would be enough for anyone to dislike PWE management but in recent years he made definitive calls on Obe such as to short it in April 2021. He picked a bad time to give that advice as that was the beginning of a triple in the next few months. He has been so wrong on this one in both directions and his reputation on seeking alpha was eviscerated by posters, myself included He has also consistently said things that are untrue such as OBe was hedged heavily, they are not. He also said the banks forced them to hedge which is also untrue except for the small portion related to Peace River purchase late last year.
No question Michael is a very smart guy but many of his public picks like PWE, Pengrowth and Bellatrix kicked his butt. His persistence to stay in oil and gas has saved him these last 2 years but everyone has won on that call.
In summary I think he is bright and knows the industry but aside from being articulate, he has no special analyst skills. I would put the regular posters on this board way ahead of him in terms of knowing what they are talking about.