energystocks
In his podcast addressing the markets today, Louis Navellier offered the following commentary. We are now in the midst of the second quarter earnings announcement season. Already, many stocks are exhibiting relative strength, which is a sign that money is gravitating to those companies that will post the strongest quarterly results and guidance. We are in the midst of a “rolling recovery” as our favorite economist, Ed Yardeni, likes to say. There are essentially four improving industry sectors where we can find stocks, namely (1) semiconductors/cloud computing, (2) oil refining/integrated ener...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. Four Strong SectorsThe damage to the seven largest capitalization stocks in the NASDAQ 100 (QQQ) appeared to happen last Friday since most of these stocks opened stronger this week. The other 93 stocks in the QQQ index were the beneficiaries of the reduction in weight of the seven largest capitalization stocks. The bottom line is the breadth and power of the overall stock market continue to improve as investor confidence and economic growth persists. The Fed should signal in its FOMC statement on Wed...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. No More HikesThe Fed is probably not going to raise rates. If the positive CPI news is not convincing enough for the FOMC, the Labor Department announced on Thursday that the Producer Price Index (PPI) rose 0.1% in June and in the past 12 months. This is the slowest annual pace in almost three years (since August 2020). Importantly, wholesale service prices rose only 0.1% in June, which should please the Fed, since service costs had been an inflationary concern a few months ago. Also notable is that ...
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In general, the performance of the energy sector depends on the prices of the underlying commodities, which have been stagnant lately. However, oil prices are expected to rise with the increase in seasonal demand in the spring, which could boost energy stocks. Let’s take a look at the five best- and worst-performing energy stocks in Feb. 2023. Q4 2022 hedge fund letters, conferences and more The Five Best-Performing Energy Stocks In Feb. 2023We have used the February return data of energy stocks from finviz.com to rank the five best- and worst-performing energy stocks in Feb. 2023. We only con...
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Five Best Performing Energy Stocks In Jan 2023We have taken the January return data of energy stocks from finviz.com to rank the five best and worst performing energy stocks in Jan 2023. We have only considered energy stocks with a market capitalization of more than $10 billion (as of Feb. 1, 2023) for our list of the five best and worst performing energy stocks in Jan 2023. Q4 2022 hedge fund letters, conferences and more These were the five best performing energy stocks in Jan 2023: Enterprise Products Partners LP (NYSE:EPD) shares are up by almost 6% in the last three months bringing their ...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. Unsettling Interest ratesInterest rates are still meandering higher and that is an issue that is unsettling the whole stock market. The 10-year Treasury bond yield is now 3.7%. Just last week it was 3.34%, so that’s a big increase. Q4 2022 hedge fund letters, conferences and more Inflation BubblingThere's this perception that inflation is brewing, it's bubbling. We're going to get the CPI report next week and the big component that we have to watch out for is called owners' equivalent rent. It rose f...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. Confident In Energy StocksWe are now more than 51% through the current earnings announcement season and the average S&P 500 sales surprise is 0.8%, while the average earnings surprise is just 1.2%. The FAANG stocks, with the exception of Netflix, all posted disappointing results. As expected, energy stocks are posting the strongest results of any sector, but energy stocks have slipped slightly to 4.9% of the S&P 500 and many investors remain worried about low natural gas prices as well as sputtering ...
ValueWalk
In his podcast addressing the markets today, Louis Navellier offered the following commentary. Hedging Inflation BetsIn the wake of the strong January payroll report and a resurging service sector based on the ISM non-manufacturing, service report, Treasury yields are moving higher again. As an example, the 10-year Treasury bond yield rose by over 20 basis points to over 3.6% from its intraday low last week. Furthermore, the Treasury yield curve remains inverted as the 2-year Treasury yield has also risen over 30 basis points in the past few days. Q4 2022 hedge fund letters, conferences and mo...
ValueWalk
The energy sector has had a great 2022, and it dramatically outperformed the S&P 500. The year 2023, however, may not be as exciting as 2022. Commodity prices are expected to normalize in 2023, with natural gas, coal, and crude oil prices forecast to be lower in 2023, compared to 2022. We possibly saw a hint of that in December, a month that wasn’t as exciting for the energy sector as the rest of 2022. Let’s take a look at the five best and worst performing energy stocks in December 2022. Five Best Performing Energy Stocks In December 2022Q4 2022 hedge fund letters, conferences and more Targa ...
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Energy was the only sector that outperformed in 2022, gaining nearly 60% versus the S&P 500’s almost 20% plunge by the time the year ended. As a result, many investors might be wondering whether that strength will continue in 2023. At least for now, we’re seeing companies like EQT and Diamondback Energy put up strong performances, up 7% and 10%, respectively, since the year began. Macro and other factors suggest 2023 could also be a good year to invest in some corners of the energy sector, although the reasoning for its outperformance might differ from last year’s drivers. Q4 2022 hedge fund l...
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