Oil Stocks Are A Buy Now - Oil Price Will Be Up Again - Full Analysis High Dividends
Modern Value Investing with Sven Carlin20 Sep 2020

Oil Stocks Are A Buy Now - Oil Price Will Be Up Again - Full Analysis High Dividends

Oil stocks are a buy now because oil prices will come back to a supply and demand average balance. So, oil stocks that survive the year with huge oversupply will do good and pay good dividends in the future. Look for value and avoid risky plays with a lot of debt. At current levels 68% of US oil production is completely unfeasible and just that would remove 8 mb/d from supply and correct the price if the situation persists over a year. So, the average long-term price of oil will be higher than $30. On stocks - we have to differentiate between rebound buys and long-term investments. Exxon XOM will likely rebound as oil prices go up and the oil price war ends, but their growth strategy might not work well over the long-term as a small decline in demand might lead to long-term oversupply. This adds to the risk. Similarly, creditors have shows confidence in the sector by giving Shell (RDS) $12 billion in credit so the dividends can keep coming. But, taking on debt to pay a dividend is simply stupid in my opinion. Lundin Petroleum can break-even at $17, the Russians have similar costs when it comes to producing so there are companies that will make money no matter the environment. Enjoy the discussion for more info. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

Episoder(500)

China Stock Market - The Time To Buy Is Now - NOT IN A DECADE!!!

China Stock Market - The Time To Buy Is Now - NOT IN A DECADE!!!

China Stock Market - The Time To Buy Is Now - NOT IN A DECADE!!! China is still growing, there are issues, but it is likely to continue to grow in the future. The market capitalization of its market i...

21 Aug 201912min

Stock Market News - How To Invest Among Recession Fears - Inverted Yield Curve

Stock Market News - How To Invest Among Recession Fears - Inverted Yield Curve

Stock Market News - How To Invest Among Recession Fears - Inverted Yield Curve Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! ST...

17 Aug 201915min

Argentina Stock Market Crash - Second Largest DAILY CRASH IN HISTORY!!!!

Argentina Stock Market Crash - Second Largest DAILY CRASH IN HISTORY!!!!

The recent Argentina Stock Market Crash is the second largest daily stock market crash in history! That is a big thing! We discuss why the market crashed, explain the consequences and potential invest...

17 Aug 201915min

Warren Buffett Is Ready For A Crash With $122 Billion

Warren Buffett Is Ready For A Crash With $122 Billion

Warren Buffett Is Ready For A Crash With $122 Billion that makes 25% of Berkshire's stock market capitalization. This is not the first time Buffett is in a similar position, 1998 and 2007 ring a bell:...

14 Aug 20199min

Stock Market Crash - My Stock Market Predictions for 2019 and Next Decade

Stock Market Crash - My Stock Market Predictions for 2019 and Next Decade

Stock Market Crash - My Stock Market Predictions for 2019 and Next Decade - I don't think it will look like most expect it will look like!!! 3 scenarios describe what might happen! The key is that we...

11 Aug 201912min

Lithium stocks crash - SQM Stock Valuation

Lithium stocks crash - SQM Stock Valuation

Lithium stocks have been crashing over the past year - here is my SQM stock analysis. Chile stocks video: https://www.youtube.com/watch?v=KhuS7Fr-0Mg Want to know more about what I do? https://goo.g...

9 Aug 201911min

My Stock Market Investing Mistakes - 2018 2019

My Stock Market Investing Mistakes - 2018 2019

My Stock Market Investing Mistakes - 2018/2019 - Mistakes are a normal thing when it comes to stock market investing - here are my last mistakes, how I dealt with them and what I learned. No matter wh...

8 Aug 201910min

Stock Market News - Economic Fundamentals Are Weak - Inflation Ahead Given FED Rate Cut

Stock Market News - Economic Fundamentals Are Weak - Inflation Ahead Given FED Rate Cut

Stock Market News - Economic Fundamentals Are Weak - Inflation Ahead Given FED Rate Cut An overview of the situation, the economic fundamentals and the financial engineering around it. The FED cutting...

4 Aug 201911min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
utbytte
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-sunn-okonomi
lydartikler-fra-aftenposten
rss-fa-makro
shifter
boligbobla