Oil – and energy stocks – tumbled in the wake of escalating trade tensions between the U.S. and China – and the fundamental outlook for crude may not provide much reason for optimism, with one analyst cited in today’s article declaring that, with all things pointing to oversupply in the market, “I think there’s really nothing I can look at except maybe a calamity in the Persian Gulf that would drive oil up.” Against this backdrop, one market expert is “suggesting an unconventional way to play the oil and energy space.” For more, CLICK HERE.
Unlike other industries (including oil and gas), there has been little innovation in the mining industry in recent decades, with one group of analysts observing that “miners from 50 years ago would find little has changed if they entered today’s mines….” One company, however, is looking to reverse this trend, a firm the author of today’s article describes as “a first-of-its-kind quant shop that aims to use artificial intelligence (AI) and machine learning to revolutionize the mineral exploration business.” For more on this company, which also uses AI to screen for the best investment opportunities among exploration companies, CLICK HERE.
With oil trading at 2018 lows, but the potential for a rally next year due to numerous reasons, what are investors who are looking to stay in (or get in) the energy sector to do? The author of today’s article advises that “For safety sake, it makes sense to stick with the mega-cap integrated giants” – and he proceeds to highlight four to consider right now. For these four stocks, CLICK HERE.
“Energy has been on the rebound lately – at least some of it has,” notes the author of today’s article. One area that has lagged the sector as a whole? Oilfield services, which have been negatively affected by issues with the Permian Basin. However, the analyst cited in today’s article still sees near- and long-term buy opportunities among oilfield-services stocks despite the ongoing Permian problem, focusing on “names with solid return on capital profiles, strong growth opportunities, robust free-cash-flow expectations and potential positive catalysts.” For his top picks, CLICK HERE.
With 2018 proving to be a good year for oil – and the prospect of oil prices breaching the $80 mark by the end of the year – the author of today’s article highlights two closed-end funds to consider due to their exposure to the energy sector. Specifically, both of these funds are currently available at a significant discount to their net asset values and pay sizable dividends. For the two funds in question – and why what isn’t happening with oil right now makes it a good bet – CLICK HERE.
At the outset of 2018, Goldman Sachs declared it was the best time “in decades” for investors to gain exposure to commodities – and commodities have indeed proven to be one of the best performing asset classes of the year, with gains being largely driven by oil. However, after a rough June for commodities, what’s the outlook going forward? Today’s article examines whether oil is likely to continue to rally, what Goldman Sachs is forecasting for commodities now – and what may be one of the most attractive opportunities in the space. CLICK HERE.
President Trump has followed through on his long-stated intention to withdraw from the Iran nuclear deal. Today’s article observes that the re-imposition of U.S. sanctions in the coming months “could derail tens of billions of dollars in business deals. Overall, the move could result in serious consequences, damaging long-lasting U.S. alliances, upsetting the oil markets and boosting tensions in the Middle East.” The author proceeds to examine what this development could entail for a number of exchange-traded funds and stocks. Who could be hit hard by the resumption of sanctions – and who could be poised to benefit? CLICK HERE.
The oil company highlighted in today’s article believes it controls one of the biggest oil fields in the world – maybe even the biggest – and it recently unveiled its 10-year plan to harvest the resource – a plan that “will fuel more than 20% annual cash flow growth over the next 10 years even if oil prices don’t budge.” This level of cash flow growth would place the company in an elite group consisting mainly of tech giants such as Apple, Amazon and Alphabet. To find out what this oil stock is and read more about the company’s ambitious growth plan, CLICK HERE.