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  • Roger S. Conrad

Energy’s Expanding Winners’ Circle

By Roger S. Conrad on Apr. 20, 2022

We’re now roughly two years into the energy upcycle—which began with North American benchmark oil prices actually in negative territory.

For most of that time, it’s paid to focus solely on the very best in class. They were the only energy stocks that were still profitable at the bottom. They were first to adjust to the current environment. And they were able to build market share during the downturn, even while less adept rivals were slashing dividends and filing for bankruptcy.

The best in class have also been first to enjoy a business rebound in this cycle. And that in turn has brought back the buyers to their stocks, with many now pushing toward their highest prices in years.

Top quality companies have been the mainstay of our Model Portfolio and High Energy List for the past several years. That’s continued to pay off this year, with more than half our recommendations up 40 percent or better and even the worst laggards up double-digits. 

Now the winner’s circle is expanding, and our list of best buys with it. Don’t get us wrong. Even with oil prices well over $100 a barrel and benchmark North American gas again spiking over $7 per million BTU, this is still not a time to shop indiscriminately for energy stocks. And that includes yield chasing, per the “strategies” many are now trumpeting across the blogosphere.

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    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor