Displaying items by tag: energy

Wednesday, 02 June 2021 17:22

Wall Street Says These Stocks are About to Soar

(Houston)

Markets have been turbulent over the last month but overall 2021 couldn’t be…see the full story on our partner Magnifi’s site

Published in Eq: Value
Thursday, 27 May 2021 16:32

Why ESG is Making Oil Incredibly Valuable

(Houston)

Environmentally, Social and Corporate Governance (ESG) investing is getting all of the attention from both news outlets and traders, but some investors think too much attention is being diverted from fossil fuels. They argue that oil is now a sin stock, where many investors stay away because of the nature of the good (e.g. alcohol, defense, gambling, and tobacco). Sin stocks traditionally outpace the market, under the wisdom that they remain perpetual value stocks because socially conscious investors stay away, and oil ETFs are starting to outperform renewable ETFs. In reality, sin stocks don’t get their boost from value but rather higher operating margins, and oil is one of the most competitive with low to negative margins depending on how far upstream the extraction is. While oil is moving out of environmental favor it isn’t quite a sin stock yet because it also lacks the capital intensity that is common to sin stocks.


FINSUM: There are a lot of reasons to be bullish on oil right now, but being sin stock probably isn’t one. Oil can still be a value play even if that’s not how sin stocks make their name.

Published in Eq: Energy
Tuesday, 11 May 2021 17:26

Oil Prices Pushing Past Any Headwinds

(Houston)

Oil prices pushed up to $65 a barrel early in the week. Most investors…see the full story on our partner Magnifi’s site

Published in Eq: Energy

(Shanghai)

China is one of the biggest importers of crude oil and…see the full story on our partner Magnifi’s site

Published in Eq: Energy

(Washington)

Treasury Secretary Janet Yellen released bits of the Biden administration's Future Tax plan…see the full story on our partner Magnifi’s site

Published in Eq: Energy
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