The recent rally in the energy sector has lifted all boats, including the worm-ridden ones; investors should take advantage of this opportunity to exit any of the Sell-rated names in our coverage universe.
In fact, many of the weakest energy stocks have posted the biggest gains, suckering in momentum-seeking investors with a fear of missing out. These companies, many of which were raised on $100 per barrel oil, lack the balance sheet and franchise assets to survive in an environment where West Texas Intermediate ranges between $40 and $60 per barrel.
Investors must also stay disciplined. Most of our Portfolio holdings trade above our dream prices, and some have rallied beyond our value-based buy targets.
As such, investors should consider taking a partial profit off the table in any of their big winners and reserve this cash for future pullbacks.
Your complete guide to energy investing, from growth stocks to high-yielders.
In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
Elliott and Roger on Jan. 29, 2021
Balanced portfolios of energy stocks for aggressive and conservative investors.
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
Our assessment of every energy-related master limited partnership.
Roger Conrad’s coverage of more than 70 dividend-paying energy names.