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Valero is improving its business faster than I expected, as it benefits from strong domestic and international demand as well as high margins. Dividend growth investors are in a terrific spot as the company's balance sheet is recovering quickly, leaving room for high dividend growth a...
Some astute stock market observers are pointing out that due to inflation, a massive P/E compression is now underway. You can’t have a negative quarter when nearly all the constituent components of GDP are rising. Small businesses appear to be incurring a higher "quit" rate...
T-note futures took out lows going back to 2011 last night, extending the free fall that began just two months ago. It’s not just the price action of Treasury futures that has us spooked; it’s also what some key commodities are telling us. How long will it be before ...
There was a lot of volatility in stocks last week but in the end, the S&P 500 was down a mere 21 basis points. A rising currency is presumably negative for the export sector and positive for domestic purchasing power. On a sector basis, there were several winners last week wit...
European Commission President Ursula von der Leyen proposed a complete import ban on all Russian oil as part of the EU’s latest sanctions package. Russia’s oil exports are typically worth more than twice as much as its gas exports, and the EU is the destination for nearl...
Petrobras talks about wanting to replicate Exxon Mobil's Guyana assets, just go straight to the source. The company is building up its upstream and integrated asset portfolio increasing margins. The company will be earning $10s of billions in profits which it can utilize for share...
The map of the Asset Allocation Committee’s market views is a buzz of activity this quarter. Coming into 2022, we anticipated slower growth compared with the steep recovery levels of 2021 and inflation that was declining but persistent—and problematic due to its origins ...
Energy is still the only game in town for strong upside momentum in the US equity sector this year. While the usual suspects in the business of extracting and selling fossil fuels are enjoying windfall profits lately, no one will confuse these firms with the renewable/green energy spa...
The energy sector is looking at the strongest revenue growth of all 11 sectors in the S&P 500 in 2022. The one bright spot for energy bulls is the very positive revisions in expected quarterly revenue growth for the energy sector happening already in 2022. For the energy bears...
Right now, in the seasonally strong late spring period for oil consumption, many countries are putting sanctions on Russia because of the Ukraine crisis. I am worried that some of these sanctions will backfire, and the price of oil will go parabolic, affecting more than the sanctionin...
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Despite OPEC and its allies’ (aka OPEC+) plans to raise their oil production output target beginning in February, rising demand for oil and natural gas in the recovering global economy should accelerate the performance of energy companies. Therefore, we think dividend-paying ETFs Energ...
With inflation now hitting record highs, we think it could be wise to bet on energy ETFs because the energy sector usually fares well in an inflationary environment. Energy Select Sector SPDR Fund (XLE), Vanguard Energy ETF (VDE), SPDR S&P Oil & Gas Exploration & Production ETF (X...