Where to invest in Energy

By Toddw, March 26, 2015

Hi all~

I have been following a few different ideas on energy investing. Prevailing thought is it is down but not out and there are some nice dividends to be had while waiting for things to gain ground.

My question is: Where? Initial thoughts were Halliburton, Chevron or a unique play in Williams Cos. Inc.

Any other suggestions or thoughts?

Thank you!
Todd

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pg1954
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pg1954

I’m certainly no expert but I’d throw out two possibilities, Vanguard Natural Resources and Cheniere Energy.

caseyj
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👍10

No expert here either, but some of mine are energy and/or energy infrastructure: CNI (down), EXXI (up), IOC (down), NM (even), SXE (down a little), and WMB-Williams (up). But whether they’re up or down next week or next month, who knows. Just a few to consider. Also looking at some solar.

Bruce Simmons
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Bruce Simmons

I would tell you to stay away from the major oil companies. CVX for instance made over $10 per share in earnings in 2014 and the average estimate for 2015 is $3.78. These major oil companies normally trade at around 11x earnings. XOM made $7.67 last year and is projected to make $4.20 this year and BP made over $4 and is expected to make $1.87. Most of these companies and the analysts have used $60-65 as the price of oil in their earnings models and $3.40 for the price of gas. We are now 1/4 through the year and… Read more »

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hendrixnuzzles
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This past year I was in BP, CVX, TOT, HAL, CNOOC, XOM, PBR, LNG, OGZPY.
Exited all but HAL in January. I would recommend all of them but PBR,
PROVIDED YOU BELIEVE THE PRICE OF OIL IS GOING TO RECOVER.
I personally suspect lower prices are here to stay but have no idea how to handicap the situation. If I had to go into the oil and gas sector, which I do not, I would also look at refiners, distributors and mid-cap guys. I like VLO, DVN.

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