Thursday, September 4, 2025
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 […]
There was a recent major development that many investors have almost completely ignored: the U.S. government is getting into the domestic mining and battery industries. As part of the Inflation Reduction Act (IRA), the Department of Energy handed several companies big lumps of cash in mid-October, ranging from $50 million to $316 million, adding up […]
Russia’s invasion of Ukraine massively disrupted the European energy scene. The crisis revealed what I believe will be the energy story for the next decades: liquefied natural gas (LNG) is the fuel source to power the globe. A recent report from Texans for Natural Gas highlights how the LNG market has shifted dramatically in response […]
The United States is one of a number of countries worldwide that are shifting to a lower carbon energy mix. This is great news for a few companies that will be the beneficiaries of the modernization of the electric grid, and the drive for renewable energy generation more broadly. One such company is a big […]
