This Small Oil Producer Could be Near a Big Announcement (PXD, PQEFF, HES, OXY, CPE, PBF, OIH, XOP)

As investing icon Warren Buffett once said, the only oil companies and their shareholders benefit from high oil prices. Perhaps that’s true, but it’s all the more reason for investors to gain exposure to the space now, as oil prices remain elevated even as futures exposure remains conservative and the powers that be are already […]

Top Energy Stock Opportunities as Oil Booms Higher (PXD, CEI, MTDR, FANG, HP, HES, OIH, XOP)

The Oil market has been exploding higher since it found support in its crash following the emergence of the Omicron Covid-19 variant on Thanksgiving weekend. That downside catalyst came on the heels of revelations from the Biden administration about a plan to add supply to the oil market through releases from the Strategic Petroleum Reserve. […]

Top Managers See 2022 as Banner Year for Oil Stocks (PXD, FANG, CEI, HES, XOM, CTRA, SBOW, SM, OIH)

As we kick off 2022, it’s worth noting that Blackrock’s legendary investment manager, Byron Wien, once again put out his Top Ten Surprises list for the new year. Officially put out in tandem with Joe Zidle, Chief Investment Strategist in the Private Wealth Solutions group at Blackstone, the list is titled “Byron and Joe’s Ten […]

Oil Stocks Set to Reap Huge Benefits from Undersupply Regime (PXD, CEI, MTDR, FANG, HP, HES, OIH, XOP)

With the beginning of a coordinated campaign of strategic petroleum reserve releases and the threat posed by the new Omicron variant of Covid-19, traders have piled into oil shorts on the expectation of a pick-up in supply and a hit to demand. However, the cyclical fundamental problem of a lack of incentive for new oil […]

Is the Oil Bull Ready to Start Squeezing? (VKIN, PXD, MTDR, FANG, HP, HES, OIH, XOP, CEI)

China issued a decree earlier this week to its power companies: start stockpiling coal.  Many investors in the stock market don’t understand commodity markets fully, which is understandable. But it represents an important blind spot during a commodity-led bull market. And that’s clearly what we have in place right now. Commodity markets are up, in […]

How to Capitalize on the Next Leg of the Oil Bull Market (CEI, PXD, MTDR, FANG, HP, HES, OIH, XOP, VKIN)

Bank of America recently came out with a reaffirmation of their call for $100 Crude Oil. This projection is hardly a shocking outlier. We have seen analysts go all the way up to $150 oil on the way – which would be a new all-time high in nominal terms. But what’s driving these lofty estimates? […]

Aggressive Ways to Play the Infrastructure Bill (PXD, VMC, MLM, CEI, CAT, DE, OSK, CCI)

The momentum seems to be surprisingly on the side of the bipartisans in Congress – surprising, given the political context at present in the US. All to the good. Folks from the right and left getting on the same page. Whatever your bias, it is presently the case that a divided Senate has now finalized […]