Friday, April 26, 2024
Dear Reader, Corporations’ renewed focus on “returning cash to shareholders” is laudable, but misleading. As with all things investment-related, you can only determine whether something is a good deal for investors by understanding the nuances of how companies implement these policies. When business results are good, corporate boards of directors often choose (as they should) […]
There’s been a lot of unusual action in United States Natural Gas (UNG) recently. The natural gas ETF was down 6.5% one day last week, but has gained over 100% for the year due to global supply shortages. On the big down day, 58% of the 46,000 options traded were calls, which suggests some traders […]
It’s only September, and natural gas prices are already skyrocketing in Europe and the United Kingdom. A forecast La Niña weather pattern, plus lack of energy security, could leave Europeans and Brits either sitting in the cold and dark or force the companies into a bidding war for U.S. sourced natural gas. My sources in […]
DDividend Hunter subscribers who followed my advice in April, May, and June 2020 have had the good fortune to see the shares on their dividend stocks they purchased then gain up to 300% since. And it was not just one or two dividend stocks. There are a few dozen dividend stocks on the Dividend Hunter […]
The Biden administration recently indicated they want 50% of all vehicle sales by 2030 to be zero-emission—i.e., electric cars. While I am skeptical that Americans will be willing to buy that many electric vehicles, my thoughts today concern what companies will profit from the electrification of the U.S. vehicle fleet. And it’s worth noting that […]
Most investors tend to think about solar, wind, and hydrogen fuel when it comes to green energy investing. It tends to come as a surprise that nuclear energy is also green. This is because nuclear power essentially produces zero emissions. And in the era of serious concerns over climate change, “zero emissions” is a huge […]
After a year that featured tech stocks as the big winner, many investors (and television talking heads) have expressed shock that the energy sector leads the way so far in 2021. With the price of crude oil rising higher, the Energy Select Sector SPDR ETF (XLE) has gained 43% through the first five months of […]
The ransomware attack and subsequent shutdown of the Colonial Pipeline drew a lot of awareness to how much our economy depends on fuels delivered by pipelines. Gas stations from the southeastern U.S. all the way up to New Jersey are out or will soon be out of fuel to sell. Airlines may not be able […]
Livent (LTHM) is a pure play and vertically integrated producer of high-quality lithium products, most notably in the energy storage and electric vehicle markets. Along with lithium compounds and metals, LTHM produces lithium-ion batteries, which play a major role in the mobile phone and electric vehicle industries. Given its array of products, LTHM is a […]
Schlumberger (SLB) is the largest oilfield services industry in the world, with a presence in every energy market through its four main business segments: Reservoir Characterization, Drilling, Production, and Cameron. The company prioritizes providing top-notch services to its customers by being a global driver in technological innovation and is better positioned than most of its […]
