There are some disappointments to being an Energy trader and analyst, even when everything seems to be going your way.
And everything is. We’ve seen nearly every thesis we laid out in December of 2020 of recovering oil and gas stocks come together to make a tsunami of gains in the sector, so that energy stocks have surprised everyone and been the biggest winners of 2021.
It didn’t surprise us at the Energy Word. My free webinar talked about many of these – Check out the youtube replay here – it will be worth your time, I promise.
And while the renaissance in oil and gas in the face of Green energy hype isn’t going away, a lot of the ‘low hanging fruit’ from the energy sector has gotten a lot less easy to pick.
After 35 years in the business and seeing all the many signs of this energy turnaround in the Fall of 2020 – the credit gaps, the turn towards returns as opposed to production, the dollar drop, the consolidations and bankruptcies, the lack of investor enthusiasm, the massive cuts in capex, the faster rollout of the vaccines – and on and on and on – well, anyway – after seeing all of this, some of these picks were pretty easy.
Hey, I’m not going to lie – betting on Exxon-Mobil to ‘make it’ to the end of this pandemic oil disaster wasn’t much of a stretch – and in the mid-30’s with an implied dividend of over 10% that they were obviously very committed to retaining, well, it wasn’t hard to both recommend and buy a pile of it.
But as with all things in our modern world, you’ve got to ask – “What are you going to do for me NOW?”, especially if you’re considering joining our Energy Word service at this point.
After all, it seems everyone’s caught on to energy’s resurgence – not only the big guys like Morgan Stanley and Goldman Sachs, but many of the market touts running rampant on twitter, with no more energy experience than you have with your basement boiler.
I’m going to argue that you still need a devoted expert with decades of investing experience to lead you around the minefields that still wait inside the energy sector. Not every energy stock is going to work out well, both in fossil fuels and certainly not in Green energy.
Have you seen Tesla this year? The worst thing that could have happened, it seemed, was adding the stock to the S&P in December. And you know there are dozens of other green opportunities that don’t have the juice of Elon Musk to help it – if you find a good opportunity in the Green space now, it’s not only because their renewable thesis is good, but because the VALUE is also there.
Enough with this – if you’ve watched the energy space and seen the gains keep coming and coming, you’re probably wondering if there is more to be gotten out of the sector this year.
There is. A lot more.
I’m still offering a $150 discount for the first 6 months’ subscription to the Energy Word. The code is: BREAKOUT. Have a look at the video if you haven’t already, and consider joining us.
In another month, you’re just going to wonder the same thing again – when the prices are likely even higher.
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