Wednesday, February 5, 2025
Everyone pretty much agrees that we will—eventually, at least—transition from a fossil fuel-powered economy to one powered by less polluting energy sources. However, as this energy transition gains speed, the risk of chaos emanating from it is rising. Here’s why… Today, investment in new oil and gas supply is well below what it was a […]
The United States is expected to become the world’s largest exporter of liquified natural gas (LNG) in 2023. Last year was a record for long-term contracts signed by U.S. LNG exporters, with agreements for 65 million metric tons per year in exports—more than triple the 2021 amount! The U.S. has the capacity to export about […]
The global electric vehicle market is projected to grow from just $287 billion in 2021 to a massive $1.31 trillion in 2028, forecasts Sustainalytics, a leading independent ESG and corporate governance research and analytics firm. That nearly one-and-a-third trillion-dollar market is an opportunity few investors will want to miss. However, many investors looking to hitch […]
The world’s major oil companies have all reported record annual profits. And, despite what Wall Street is telling you, these are still stocks you want to have in your portfolio for both growth and dividends. One oil major in particular reported some great earnings on February 2, making it a buy. Let’s take a look… […]
The Federal Reserve is the swing factor in the current market. The tug-of-war between what the Fed officials have said and what the market thinks the Fed really plans to do is ongoing and makes for a problematic investing and trading environment. Even our favorite special situations landscape is pretty quiet. Insiders are sitting still, […]
The energy sector is one that keeps rewarding its investors. For example, let’s look at the so-called “Big Three” oil services companies: Halliburton (HAL), Baker Hughes (BKR) and SLB (SLB)—formerly Schlumberger. In 2022, these firms registered their most profitable 12 months since the heyday of the U.S. shale boom, reporting an aggregate net income of […]
Last year, the energy sector was the only market sector to post a positive return—and it did a heck of a job! The Energy Select Sector SPDR (XLE) gained 60% last year. One-year gains like that may make you cautious about committing to energy this year, but I believe your portfolio should continue to hold […]
Traditionally thought of as a means to transport oil and natural gas from point A to point B, pipelines are a critical part of the world’s energy infrastructure. However, that is gradually changing as the world moves away from fossil fuels. We saw one example of this in Europe, in early December. Spain and France […]
Several times in recent months, I recommended that you consider purchasing the major European oil stocks: BP (BP), Shell (SHEL), TotalEnergies (TTE), and Equinor (EQNR)… so I was gratified to see that many of the large U.S. fund managers are jumping into these stocks. For example, the second-largest holding of the Blackrock Equity Dividend Fund […]
It’s a good time to be an investor that focuses on dividends. According to the asset management company Janus Henderson, investors enjoyed a record haul for global dividends in the third quarter. Total global payouts hit $415.9 billion in the third quarter of 2022. The seven percent rise from the same period a year ago […]
