RYE News and Press, Invesco S&P 500 Equal Weight Energy From 08/03/22

It’s hard to believe that even after dramatically outperforming the broad stock market for almost two years now, energy stocks still trade at a massive discount. In that context, however, it’s not hard to understand why executives in the sector have been, and still remai...

Since the beginning of Russia’s planned Nord Stream 1 maintenance period (from July 11 to 22), European gas storage stock change has dropped below historical averages. Today, Europe is adding significantly less gas to its storage than it has at this time over the past five year...

Thanks to these booming oil and gas prices, Pioneer Natural Resources gives investors the ability to grab a very high 10%+ dividend yield. Unlike some of their peers, their shareholder returns policy is heavily weighted towards dividends instead of share buybacks, something I prefer. ...

Despite being dragged down with most other asset classes in June’s selloff, resource equities have continued to exhibit remarkable resilience relative to broad equities, bonds and other real assets over the last year. Many resource companies - particularly in oil and gas explor...

KMI recently reported Q2 results. Overall, results were solid and the outlook is positive. We share 3 important takeaways from the report and earnings call. Kinder Morgan, Inc. ( KMI ) recently reported Q2 results. Overall, results were solid and the outlook for ...

VLO shares have pulled back sharply in recent months, creating an attractive entry point ahead of Q2 earnings. With domestic and international demand strong for refined products, refiners should continue to experience high margins/spreads so long as China remains on the sidelines. ...

Two opposing forces appear to be dominating the market currently, with investors polarized between recession fears and bargain hunting following this year’s large equity selloff. Investors priced in most central bank tightening and seem more confident with the inflation outlook...

We think the oil/energy price spike from Putin’s war may be plateauing. When oil prices rise, the bonds that are issued by these energy companies get a windfall since their revenue coverage is higher and therefore the coverage of the bonds improves. We are underweight the f...

EOG Resources has a dividend yield of more than 3% and a special dividend yield that takes that to the high-single digits. EOG Resources is spending $4.5 billion on capital growth, a level that it can comfortably afford. EOG Resources is a strong investment at more than $80/barrel...

The energy market is a tug-of-war between fundamentals in the energy industry which is pretty tight. The energy sector has been driving a lot of performance in the S&P/TSX Index since the recovery from the Covid-19 pandemic. In the short term, I do expect the integrated compan...