CcccL
2021-06-02
Is it too costly to buy these?
Want to get in on hot energy stocks? Wall Street favors these 20 picks for gains up to 40%
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":113804053,"tweetId":"113804053","gmtCreate":1622600990672,"gmtModify":1631890014987,"author":{"id":3566877420609993,"idStr":"3566877420609993","authorId":3566877420609993,"authorIdStr":"3566877420609993","name":"CcccL","avatar":"https://static.tigerbbs.com/27eb54773a8f0b3851def7cabc15cb0e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":17,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Is it too costly to buy these?</p></body></html>","htmlText":"<html><head></head><body><p>Is it too costly to buy these?</p></body></html>","text":"Is it too costly to buy these?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/113804053","repostId":1175551284,"repostType":4,"repost":{"id":"1175551284","pubTimestamp":1622600822,"share":"https://www.laohu8.com/m/news/1175551284?lang=&edition=full","pubTime":"2021-06-02 10:27","market":"us","language":"en","title":"Want to get in on hot energy stocks? Wall Street favors these 20 picks for gains up to 40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175551284","media":"Market Wacth","summary":"The energy sector is the best performer of 2021, and it still has a long way to go to make up for ye","content":"<p>The energy sector is the best performer of 2021, and it still has a long way to go to make up for years of big declines.</p>\n<p>The energy sector has been the best performer in the U.S. stock market this year, but it isn’t too late to jump in, as the setup is still attractive for the reopening of the economy.</p>\n<p>On June 1,oil prices rose to a two-year high. And an analysis by GasBuddy showed gasoline demand in the U.S. at close to normal levels,possibly poised to hit record levels this summer.</p>\n<p>Energy recovery has a long way to go</p>\n<p>The S&P 500 energy sectorSP500.10,was up 36% for 2021 through the end of May. (All price changes in this article exclude dividends.) That’s the best sector performance in the benchmark index so far this year.</p>\n<p>Stretching out the timeline paints a different story:<img src=\"https://static.tigerbbs.com/fe3e2d34af7be981aeda044a973738b4\" tg-width=\"779\" tg-height=\"680\" referrerpolicy=\"no-referrer\">If we look at price changes from the end of 2019 — before the coronavirus pandemic hurt demand for <a href=\"https://laohu8.com/S/WSTC\">West</a> Texas crude oilCL00,+0.40%so badly that forward-month futures contracts dipped momentarily in the red — the energy sector is the only <a href=\"https://laohu8.com/S/AONE\">one</a> not showing a significant gain.</p>\n<p>The long-term figures are even worse, underscoring how shares of energy producers haven’t yet returned to their levels before the great oil-price crash that began during the summer of 2014.</p>\n<p>The table includes price changes for the full S&P 500SPX,-0.05%and the Dow Jones Industrial AverageDJIA,+0.13%.The Dow was bogged down by holding both <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> Corp.XOM,+3.58%and <a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corp.CVX,+2.76%for most of these periods until Exxon was dropped from the group of 30 blue-chip stocks in August of last year.</p>\n<p>Economic cycle</p>\n<p>There has been a shift to cyclical sectors of the stock market this year, as some investors have become afraid that rising consumer prices may cause the Federal Reserve to reverse its stimulative policies that have helped prop up the U.S. economy, and kept interest rates and borrowing costs down.</p>\n<p>Consumer prices rose 0.8% during April from the previous month and 4.2% from a year earlier. That wasthe largest year-over-year jump in prices in 13 years.</p>\n<p>During an interview last week, Michael Arone, the chief investment strategist for <a href=\"https://laohu8.com/S/STT\">State</a> Street Global Advisors’ U.S. SPDR exchange traded fund business, said investors should keep an eye on the labor market for signals of when the Federal Reserve might begin curtailing its bond purchases and allowing long-term interest rates to wise. He expects our current expansion cycle that favors energy stocks andother cyclical sectorsto continue until early 2023.</p>\n<p>Energy stock screen</p>\n<p>For a list of energy stocks, it helps to expand beyond the S&P 500. The energy sector now comprises only 2.8% of the index’s market capitalization, down from 7.1% five years ago.</p>\n<p>To broaden the list beyond the 23 stocks in the S&P 500, we began with the S&P Composite 1500 IndexSP1500,+0.04%,which is made up of the S&P 500, the S&P 400 Mid Cap IndexMID,+0.63%and the S&P Small Cap 600 IndexSML,+1.57%.That brought the full list of energy-sector stocks up to 62 companies.</p>\n<p>Pipeline partnerships</p>\n<p>We then added another group of energy stocks — master limited partnerships, or MLPs, which are primarily income vehicles. As limited partnerships, these investments pass income (and capital losses) from pipelines, fuel storage and transportation businesses through to unit holders, who receive K-1 forms instead of 1099 dividend forms to report income. That makes tax preparation more complicated. MLPs aren’t included in the S&P indexes.</p>\n<p>One way to invest in this group of energy stocks is the Alerian MLP ETFAMLP,+2.85%,which holds 17 MLPs. The ETF pays a quarterly dividend and removes the tax complications associated with direct ownership of MLPs. Its current dividend yield is 8.84%, reflecting low MLP prices. (Excluding dividends, AMLP’s share price was up 36% for 2021 through May 28. But it was down 15% from the end of 2019, down 21% from five years earlier and down 67% from 10 years earlier.)</p>\n<p>Wall Street’s favorites</p>\n<p>Starting with our full list of 79 energy stocks (the 62 in the S&P Composite 1500 Index and the 17 held by AMLP), here are the 20 that are covered by at least five analysts polled by FactSet, with majority “buy” or equivalent ratings, that have the highest upside for the next year implied by consensus price targets:</p>\n<p><img src=\"https://static.tigerbbs.com/336dd7dd3db74a9f471783464de6acc9\" tg-width=\"789\" tg-height=\"755\" referrerpolicy=\"no-referrer\">You may need to scroll the table to see all the data. The list is sorted by the implied 12-month upside based on consensus price targets. Dividend yields are in the right-most column.</p>\n<p>The listed company with the highest 12-month upside potential implied by the price targets is <a href=\"https://laohu8.com/S/REGI\">Renewable</a> Energy Group Inc.REGI,+4.78%,which is aptly named because of its focus on biodiesel production and refining.</p>\n<p><a href=\"https://laohu8.com/S/CVX\">Chevron</a> made the list. The stock’s dividend yield remains attractive at 5.16%, despite a 23% increase for the shares this year through May 28. But Chevron’s arch rival Exxon didn’t make the list, followinglast week’s big victory for activist investorswho gained seats on the company’s board in an effort to push Exxon to change its strategy toward <a href=\"https://laohu8.com/S/AONE.U\">one</a> better-suited for a long-term switch away from fossil fuels.</p>\n<p>The second company on the list is Energy Transfer LPET,+3.64%,which has a dividend yield of 6.16% and is expected by analysts to see its partnership unit price increase 34% over the next 12 months. It is <a href=\"https://laohu8.com/S/AONE\">one</a> of four MLPs that made the list.</p>\n<p>One pipeline operator that<i>didn’t</i>make the list is <a href=\"https://laohu8.com/S/WMB\">Williams</a> Cos.WMB,+2.09%,which was up 32% this year through May 28. <a href=\"https://laohu8.com/S/WMB\">Williams</a> is not an MLP — it has a traditional corporate structure. The shares have a dividend yield of 6.23%, and Williams, like Exxon and Chevron, has not cut its payout during the pandemic. Eighty percent of analysts polled by FactSet rate Williams “buy” or the equivalent, but the company didn’t make the list because the consensus price target of $28.83 was only 7% above the closing price of $26.34 on May 28.</p>\n<p>It’s important to keep in mind that even at this stage of the economic recovery, dividend payouts can be reduced. And even though the analysts at brokerage firms favor these stocks, the price targets only go out 12 months, per tradition. That’s actually a short time frame for such a difficult, volatile sector.</p>\n<p>Before committing money to any of these energy companies — or to any investment for that matter — you should do your own research and form your own opinion.</p>\n<p><b>Don’t miss:</b>Amazon and <a href=\"https://laohu8.com/S/FB\">Facebook</a> as defensive plays? Yes, along with these other stocks that are cash-flow winners.</p>","source":"lsy1604288433698","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Want to get in on hot energy stocks? Wall Street favors these 20 picks for gains up to 40%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWant to get in on hot energy stocks? Wall Street favors these 20 picks for gains up to 40%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 10:27 GMT+8 <a href=https://www.marketwatch.com/story/want-to-get-in-on-hot-energy-stocks-wall-street-favors-these-20-picks-for-gains-up-to-40-11622565518?mod=home-page><strong>Market Wacth</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The energy sector is the best performer of 2021, and it still has a long way to go to make up for years of big declines.\nThe energy sector has been the best performer in the U.S. stock market this ...</p>\n\n<a href=\"https://www.marketwatch.com/story/want-to-get-in-on-hot-energy-stocks-wall-street-favors-these-20-picks-for-gains-up-to-40-11622565518?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/want-to-get-in-on-hot-energy-stocks-wall-street-favors-these-20-picks-for-gains-up-to-40-11622565518?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175551284","content_text":"The energy sector is the best performer of 2021, and it still has a long way to go to make up for years of big declines.\nThe energy sector has been the best performer in the U.S. stock market this year, but it isn’t too late to jump in, as the setup is still attractive for the reopening of the economy.\nOn June 1,oil prices rose to a two-year high. And an analysis by GasBuddy showed gasoline demand in the U.S. at close to normal levels,possibly poised to hit record levels this summer.\nEnergy recovery has a long way to go\nThe S&P 500 energy sectorSP500.10,was up 36% for 2021 through the end of May. (All price changes in this article exclude dividends.) That’s the best sector performance in the benchmark index so far this year.\nStretching out the timeline paints a different story:If we look at price changes from the end of 2019 — before the coronavirus pandemic hurt demand for West Texas crude oilCL00,+0.40%so badly that forward-month futures contracts dipped momentarily in the red — the energy sector is the only one not showing a significant gain.\nThe long-term figures are even worse, underscoring how shares of energy producers haven’t yet returned to their levels before the great oil-price crash that began during the summer of 2014.\nThe table includes price changes for the full S&P 500SPX,-0.05%and the Dow Jones Industrial AverageDJIA,+0.13%.The Dow was bogged down by holding both Exxon Mobil Corp.XOM,+3.58%and Chevron Corp.CVX,+2.76%for most of these periods until Exxon was dropped from the group of 30 blue-chip stocks in August of last year.\nEconomic cycle\nThere has been a shift to cyclical sectors of the stock market this year, as some investors have become afraid that rising consumer prices may cause the Federal Reserve to reverse its stimulative policies that have helped prop up the U.S. economy, and kept interest rates and borrowing costs down.\nConsumer prices rose 0.8% during April from the previous month and 4.2% from a year earlier. That wasthe largest year-over-year jump in prices in 13 years.\nDuring an interview last week, Michael Arone, the chief investment strategist for State Street Global Advisors’ U.S. SPDR exchange traded fund business, said investors should keep an eye on the labor market for signals of when the Federal Reserve might begin curtailing its bond purchases and allowing long-term interest rates to wise. He expects our current expansion cycle that favors energy stocks andother cyclical sectorsto continue until early 2023.\nEnergy stock screen\nFor a list of energy stocks, it helps to expand beyond the S&P 500. The energy sector now comprises only 2.8% of the index’s market capitalization, down from 7.1% five years ago.\nTo broaden the list beyond the 23 stocks in the S&P 500, we began with the S&P Composite 1500 IndexSP1500,+0.04%,which is made up of the S&P 500, the S&P 400 Mid Cap IndexMID,+0.63%and the S&P Small Cap 600 IndexSML,+1.57%.That brought the full list of energy-sector stocks up to 62 companies.\nPipeline partnerships\nWe then added another group of energy stocks — master limited partnerships, or MLPs, which are primarily income vehicles. As limited partnerships, these investments pass income (and capital losses) from pipelines, fuel storage and transportation businesses through to unit holders, who receive K-1 forms instead of 1099 dividend forms to report income. That makes tax preparation more complicated. MLPs aren’t included in the S&P indexes.\nOne way to invest in this group of energy stocks is the Alerian MLP ETFAMLP,+2.85%,which holds 17 MLPs. The ETF pays a quarterly dividend and removes the tax complications associated with direct ownership of MLPs. Its current dividend yield is 8.84%, reflecting low MLP prices. (Excluding dividends, AMLP’s share price was up 36% for 2021 through May 28. But it was down 15% from the end of 2019, down 21% from five years earlier and down 67% from 10 years earlier.)\nWall Street’s favorites\nStarting with our full list of 79 energy stocks (the 62 in the S&P Composite 1500 Index and the 17 held by AMLP), here are the 20 that are covered by at least five analysts polled by FactSet, with majority “buy” or equivalent ratings, that have the highest upside for the next year implied by consensus price targets:\nYou may need to scroll the table to see all the data. The list is sorted by the implied 12-month upside based on consensus price targets. Dividend yields are in the right-most column.\nThe listed company with the highest 12-month upside potential implied by the price targets is Renewable Energy Group Inc.REGI,+4.78%,which is aptly named because of its focus on biodiesel production and refining.\nChevron made the list. The stock’s dividend yield remains attractive at 5.16%, despite a 23% increase for the shares this year through May 28. But Chevron’s arch rival Exxon didn’t make the list, followinglast week’s big victory for activist investorswho gained seats on the company’s board in an effort to push Exxon to change its strategy toward one better-suited for a long-term switch away from fossil fuels.\nThe second company on the list is Energy Transfer LPET,+3.64%,which has a dividend yield of 6.16% and is expected by analysts to see its partnership unit price increase 34% over the next 12 months. It is one of four MLPs that made the list.\nOne pipeline operator thatdidn’tmake the list is Williams Cos.WMB,+2.09%,which was up 32% this year through May 28. Williams is not an MLP — it has a traditional corporate structure. The shares have a dividend yield of 6.23%, and Williams, like Exxon and Chevron, has not cut its payout during the pandemic. Eighty percent of analysts polled by FactSet rate Williams “buy” or the equivalent, but the company didn’t make the list because the consensus price target of $28.83 was only 7% above the closing price of $26.34 on May 28.\nIt’s important to keep in mind that even at this stage of the economic recovery, dividend payouts can be reduced. And even though the analysts at brokerage firms favor these stocks, the price targets only go out 12 months, per tradition. That’s actually a short time frame for such a difficult, volatile sector.\nBefore committing money to any of these energy companies — or to any investment for that matter — you should do your own research and form your own opinion.\nDon’t miss:Amazon and Facebook as defensive plays? Yes, along with these other stocks that are cash-flow winners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":24,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/113804053"}
精彩评论