STOHF News and Press, Equinor ASA From 10/24/22

Summary Equity indices are down from all-time highs but UP from pre-Covid. Fixed income and other asset classes are down a lot from recent and pre-Covid highs now offering compelling yields for the first time in years. Economic and political uncertainty are creating earnings u...

Summary Oil prices could be higher for longer. Demand continues to grow globally, despite the short-term impact of the pandemic. Supply is constrained, due to ESG mandates, regulation, and underinvestment in new production. OPEC has shown it's willing to do what is needed to k...

Summary The traditional energy sector has been one of the few to deliver positive performance in 2022. BGR offers investors a way to easily obtain a portfolio of energy companies and generate a 5.99% yield. The fund is somewhat heavily concentrated in only a few names, which p...

Summary If you adhere to the rules of the Cash Management Discipline, you build positions in very small increments. That and judicious use of hedging will help you surf the ups and downs of this volatile stock market. I have been trading in and out of my oil favorites in my tr...

Summary The Strategic Petroleum Reserve releases by the Biden administration are draining US inventories and artificially depressing prices. Domestic demand has marched steadily higher over the years. We could see a whiplash rebound in prices when SPR releases end in Nove...

Summary As a community, we closed out of our hedges, it is now super-easy to hedge with inverse ETFs. Like any powerful tool, please educate yourself before you use it. I would not be surprised if the market turns buoyant even in the face of the FOMC meeting. Patterns tend to prop...

Summary I had no idea that ARM was suing QCOM over IP infringement. I was reading an electronic design newsletter and that's how I found out. Some news outs did carry it, but with the barest details and absolutely no analysis on the impact to the CPU market. I don't think ther...

Summary Energy is the best-performing S&P sector this year. While stocks have rallied, they still discount much lower pricing. Inventories remain in check. Capacity increasing in pockets but not in others. Sector now returning abundant cash to shareholders. I...

Equinor's after-tax earnings of $5 billion reflect extremely healthy commodity pricing in Europe and the US, offset partially by higher electricity and CO2 costs. The company is upping buybacks by $1 billion to $6 billion for the year. Special dividends for Q2 and Q3 increased to ...

The following slide deck was published by Equinor ASA in conjunction with their 2022 Q2 earnings call. For further details see: Equinor ASA 2022 Q2 - Results - Earnings Call Presentation