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We have been cautious since June, but following the recent pullback in energy equities, we are fully invested again. For energy investors, China's oil demand, OECD oil demand, and 4 other factors will be the key drivers of the oil market going forward. Under our base case, we have...
Midstream put in another strong showing, outperforming the other energy sub-sectors in a volatile week. The crude selloff during the week masked various bullish developments that bode well for fundamentals. This energy equity selloff is an outstanding opportunity to load up on hig...
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...
HESM is one of the most stable G&Ps. Its management has proved superb at allocating capital. We rate HESM shares a Buy due to distribution safety and growth prospects. HFI Research Hess Midstream LP ( HESM ) serves as Hess Corporation's ( HE...
The world's greatest investor and the world's second-largest alternative asset manager recently signaled bullishness on energy despite rising recession risks. We discuss their thesis and explain why we agree with it. We share some of our top energy picks to weather a recession. ...
Despite volatile equity trading, the fundamentals for many energy companies have not changed. This is particularly true for energy infrastructure. Oil’s move from ~$120/bbl a month ago to $96/bbl at the intra-day low last week has not altered producer plans, and the outlook for...
VNQ is a highly popular ETF for investors looking for passive income from real estate. However, there are several reasons why VNQ is a less-than-ideal method for real estate investing. We share a better approach. The Vanguard Real Estate ETF ( VNQ ) is a highly popul...
Billionaire Warren Buffett has been aggressively accumulating shares in energy giant Occidental Petroleum, leading some to speculate that he may buy the entire company at some point. We share his bullish outlook on energy and have allocated a large percentage of our portfolio to high ...
When thinking about oil and gas prices, think in terms of time, not just in price. Consensus analysts are probably aiming too low with their long-run oil and gas price forecasts. A look at the drivers of major oil and gas bull markets. There's a ton of focus in financial...
No growth or slow growth was forecast well into the future by many. Yet the business cycle continues to confound many analysts and commentators. Faith that the cycle continues in a cyclical industry is one of the hardest parts of investment analysis and contrarian investing. D...
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2024-07-19 18:40:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-07-01 06:47:00 ET Pipeline and midstream energy stocks have had a strong start to 2024. This can been seen in the performance of major sector exchange-traded funds (ETFs) such as the Alerian Energy Infrastructure ETF (NYSEMKT: ENFR) , up about 18% year to date, and the ...
2024-05-29 02:32:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...