VRX
2021-07-06
Like and comment pls
Here are Wall Street's 20 favorite energy stocks as crude oil hits a 6-year high
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
4
8
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":157891090,"tweetId":"157891090","gmtCreate":1625576458410,"gmtModify":1633939494892,"author":{"id":3583017236526991,"idStr":"3583017236526991","authorId":3583017236526991,"authorIdStr":"3583017236526991","name":"VRX","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":22,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like and comment pls</p></body></html>","htmlText":"<html><head></head><body><p>Like and comment pls</p></body></html>","text":"Like and comment pls","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/157891090","repostId":2149683063,"repostType":4,"repost":{"id":"2149683063","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1625575920,"share":"https://www.laohu8.com/m/news/2149683063?lang=&edition=full","pubTime":"2021-07-06 20:52","market":"us","language":"en","title":"Here are Wall Street's 20 favorite energy stocks as crude oil hits a 6-year high","url":"https://stock-news.laohu8.com/highlight/detail?id=2149683063","media":"Dow Jones","summary":"The price of crude oil has recovered to its highest level in six years -- way above break-even price","content":"<p>The price of crude oil has recovered to its highest level in six years -- way above break-even prices for U.S. shale producers. A delay in production increases by the OPEC+ group of oil producing nations has underlined the recent price push, but the prospect of a continuing economic recovery for the U.S. and other industrialized nations points to an opportunity for investors.</p>\n<p>Below is a list of 20 energy stocks favored by Wall Street analysts, with price targets implying upside of up to 39%.</p>\n<p>Oil stocks are running behind oil prices</p>\n<p>These charts compare the percentage movement for continuous forward-month contracts for West Texas Intermediate Crude Oil to total returns for the energy sector of the S&P Composite 1500 index :</p>\n<p>First, year-to-date moves through 7:25 a.m. ET on July 6:</p>\n<p>Even with dividends reinvested, the energy sector of the S&P 1500 has lagged the price action for oil. (The S&P Composite 1500 index is made up of the S&P 500 SPX (#phrase-company?ref=COMPANY%7CSPX;onlineSignificance=passing-mention), the S&P 400 Mid Cap Index MID (#phrase-company?ref=COMPANY%7CMID;onlineSignificance=passing-mention) and the S&P Small Cap 600 Index SML (#phrase-company?ref=COMPANY%7CSML;onlineSignificance=passing-mention).)</p>\n<p>Now look at the <a href=\"https://laohu8.com/S/AONE\">one</a>-year chart:</p>\n<p>There's an argument to be made that oil stocks are way behind the recent price action. West Texas Crude Oil for August delivery was trading above $76 a barrel on the New York Mercantile Exchange early on July 6. For U.S. shale oil producers, there's a critical relationship between the spot price and their production break-even prices for new wells, which ranged between $46 and $58 a barrel according to a survey conducted in March by the Federal Reserve Bank of Dallas. (You can see that report here</p>\n<p>It's easy to understand that when West Texas Crude was trading for about $48.50 at the end of 2020, many investors remained shy of oil producers and related stocks.</p>\n<p>Wall Street's favorite stocks of oil producers and related companies</p>\n<p>To screen for U.S.-listed oil stocks, we began with the S&P 1500, in part because the S&P 500 includes only 22 stocks. Some stocks dropped out of the large-cap benchmark index because their market values declined significantly during the COVID-19 pandemic, but more broadly they have been suffering since oil prices peaked in 2014.</p>\n<p>There are 64 stocks in the S&P 1500. We then added the 17 pipeline limited partnerships held by the <a href=\"https://laohu8.com/S/AMLP\">Alerian MLP ETF</a>, which aren't included in the S&P indexes. The pipelines are generally considered income plays, but there are some tax complications that should be part of your research before considering them for investment.</p>\n<p>Among the screen of 81 energy stocks, 36 have majority \"buy\" or equivalent ratings among a group of at least five analysts working for brokerage firms, according to data provided by FactSet. Here are the 20 for which consensus price targets imply the most upside over the next 12 months:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Ticker</td>\n <td>Share \"buy\" ratings</td>\n <td>Closing price -- July 2</td>\n <td>Consensus price target</td>\n <td>Implied 12-month upside potential</td>\n <td>Dividend Yield</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/REGI\">Renewable Energy Group</a> Inc.</td>\n <td>REGI</td>\n <td>77%</td>\n <td>$61.80</td>\n <td>$85.92</td>\n <td>39%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>Energy Transfer L.P.</td>\n <td>ET</td>\n <td>83%</td>\n <td>$10.71</td>\n <td>$13.56</td>\n <td>27%</td>\n <td>5.70%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/PDCE\">PDC Energy</a> Inc.</td>\n <td>PDCE</td>\n <td>89%</td>\n <td>$46.67</td>\n <td>$58.94</td>\n <td>26%</td>\n <td>1.03%</td>\n </tr>\n <tr>\n <td>CNX Resources Corp.</td>\n <td>CNX</td>\n <td>54%</td>\n <td>$13.51</td>\n <td>$17.00</td>\n <td>26%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>Pioneer Natural Resources Co.</td>\n <td>PXD</td>\n <td>81%</td>\n <td>$166.74</td>\n <td>$207.38</td>\n <td>24%</td>\n <td>1.34%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/LPG\">Dorian LPG</a> Ltd.</td>\n <td>LPG</td>\n <td>86%</td>\n <td>$13.75</td>\n <td>$17.00</td>\n <td>24%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>Bonanza Creek Energy Inc.</td>\n <td>BCEI</td>\n <td>100%</td>\n <td>$49.57</td>\n <td>$61.17</td>\n <td>23%</td>\n <td>2.82%</td>\n </tr>\n <tr>\n <td>Devon Energy Corp.</td>\n <td>DVN</td>\n <td>85%</td>\n <td>$29.23</td>\n <td>$36.06</td>\n <td>23%</td>\n <td>1.51%</td>\n </tr>\n <tr>\n <td>EQT Corp.</td>\n <td>EQT</td>\n <td>77%</td>\n <td>$21.61</td>\n <td>$26.02</td>\n <td>20%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>Penn Virginia Corp.</td>\n <td>PVAC</td>\n <td>80%</td>\n <td>$25.52</td>\n <td>$30.40</td>\n <td>19%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>Green Plains Inc.</td>\n <td>GPRE</td>\n <td>100%</td>\n <td>$33.51</td>\n <td>$39.75</td>\n <td>19%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>ConocoPhillips</td>\n <td>COP</td>\n <td>94%</td>\n <td>$62.75</td>\n <td>$74.00</td>\n <td>18%</td>\n <td>2.74%</td>\n </tr>\n <tr>\n <td>Marathon Petroleum Corp.</td>\n <td>MPC</td>\n <td>78%</td>\n <td>$61.07</td>\n <td>$71.88</td>\n <td>18%</td>\n <td>3.80%</td>\n </tr>\n <tr>\n <td>Valero Energy Corp.</td>\n <td>VLO</td>\n <td>84%</td>\n <td>$78.07</td>\n <td>$91.81</td>\n <td>18%</td>\n <td>5.02%</td>\n </tr>\n <tr>\n <td>Talos Energy Inc.</td>\n <td>TALO</td>\n <td>88%</td>\n <td>$16.09</td>\n <td>$18.71</td>\n <td>16%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>Baker Hughes Co. Class A</td>\n <td>BKR</td>\n <td>88%</td>\n <td>$23.55</td>\n <td>$27.32</td>\n <td>16%</td>\n <td>3.06%</td>\n </tr>\n <tr>\n <td>Chevron Corp.</td>\n <td>CVX</td>\n <td>56%</td>\n <td>$106.07</td>\n <td>$122.52</td>\n <td>16%</td>\n <td>5.05%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/EPD\">Enterprise Products Partners L.P</a>.</td>\n <td>EPD</td>\n <td>96%</td>\n <td>$24.59</td>\n <td>$28.33</td>\n <td>15%</td>\n <td>7.32%</td>\n </tr>\n <tr>\n <td>EOG Resources Inc.</td>\n <td>EOG</td>\n <td>69%</td>\n <td>$85.77</td>\n <td>$97.11</td>\n <td>13%</td>\n <td>1.92%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/PSX\">Phillips 66</a></td>\n <td>PSX</td>\n <td>78%</td>\n <td>$87.90</td>\n <td>$98.94</td>\n <td>13%</td>\n <td>4.10%</td>\n </tr>\n <tr>\n <td>FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>Many oil companies have been forced to cut their dividends during the pandemic, but Valero Energy Corp. <a href=\"https://laohu8.com/S/VLO\">$(VLO)$</a> and Chevron Corp. <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a> are among the exceptions. Both have dividend yields above 5%.</p>\n<p>As always, ratings and price targets aren't enough. You need to do your own research and consider any company's long-term prospects before investing.</p>","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>Here are Wall Street's 20 favorite energy stocks as crude oil hits a 6-year high</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\">\nHere are Wall Street's 20 favorite energy stocks as crude oil hits a 6-year high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-06 20:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The price of crude oil has recovered to its highest level in six years -- way above break-even prices for U.S. shale producers. A delay in production increases by the OPEC+ group of oil producing nations has underlined the recent price push, but the prospect of a continuing economic recovery for the U.S. and other industrialized nations points to an opportunity for investors.</p>\n<p>Below is a list of 20 energy stocks favored by Wall Street analysts, with price targets implying upside of up to 39%.</p>\n<p>Oil stocks are running behind oil prices</p>\n<p>These charts compare the percentage movement for continuous forward-month contracts for West Texas Intermediate Crude Oil to total returns for the energy sector of the S&P Composite 1500 index :</p>\n<p>First, year-to-date moves through 7:25 a.m. ET on July 6:</p>\n<p>Even with dividends reinvested, the energy sector of the S&P 1500 has lagged the price action for oil. (The S&P Composite 1500 index is made up of the S&P 500 SPX (#phrase-company?ref=COMPANY%7CSPX;onlineSignificance=passing-mention), the S&P 400 Mid Cap Index MID (#phrase-company?ref=COMPANY%7CMID;onlineSignificance=passing-mention) and the S&P Small Cap 600 Index SML (#phrase-company?ref=COMPANY%7CSML;onlineSignificance=passing-mention).)</p>\n<p>Now look at the <a href=\"https://laohu8.com/S/AONE\">one</a>-year chart:</p>\n<p>There's an argument to be made that oil stocks are way behind the recent price action. West Texas Crude Oil for August delivery was trading above $76 a barrel on the New York Mercantile Exchange early on July 6. For U.S. shale oil producers, there's a critical relationship between the spot price and their production break-even prices for new wells, which ranged between $46 and $58 a barrel according to a survey conducted in March by the Federal Reserve Bank of Dallas. (You can see that report here</p>\n<p>It's easy to understand that when West Texas Crude was trading for about $48.50 at the end of 2020, many investors remained shy of oil producers and related stocks.</p>\n<p>Wall Street's favorite stocks of oil producers and related companies</p>\n<p>To screen for U.S.-listed oil stocks, we began with the S&P 1500, in part because the S&P 500 includes only 22 stocks. Some stocks dropped out of the large-cap benchmark index because their market values declined significantly during the COVID-19 pandemic, but more broadly they have been suffering since oil prices peaked in 2014.</p>\n<p>There are 64 stocks in the S&P 1500. We then added the 17 pipeline limited partnerships held by the <a href=\"https://laohu8.com/S/AMLP\">Alerian MLP ETF</a>, which aren't included in the S&P indexes. The pipelines are generally considered income plays, but there are some tax complications that should be part of your research before considering them for investment.</p>\n<p>Among the screen of 81 energy stocks, 36 have majority \"buy\" or equivalent ratings among a group of at least five analysts working for brokerage firms, according to data provided by FactSet. Here are the 20 for which consensus price targets imply the most upside over the next 12 months:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Ticker</td>\n <td>Share \"buy\" ratings</td>\n <td>Closing price -- July 2</td>\n <td>Consensus price target</td>\n <td>Implied 12-month upside potential</td>\n <td>Dividend Yield</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/REGI\">Renewable Energy Group</a> Inc.</td>\n <td>REGI</td>\n <td>77%</td>\n <td>$61.80</td>\n <td>$85.92</td>\n <td>39%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>Energy Transfer L.P.</td>\n <td>ET</td>\n <td>83%</td>\n <td>$10.71</td>\n <td>$13.56</td>\n <td>27%</td>\n <td>5.70%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/PDCE\">PDC Energy</a> Inc.</td>\n <td>PDCE</td>\n <td>89%</td>\n <td>$46.67</td>\n <td>$58.94</td>\n <td>26%</td>\n <td>1.03%</td>\n </tr>\n <tr>\n <td>CNX Resources Corp.</td>\n <td>CNX</td>\n <td>54%</td>\n <td>$13.51</td>\n <td>$17.00</td>\n <td>26%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>Pioneer Natural Resources Co.</td>\n <td>PXD</td>\n <td>81%</td>\n <td>$166.74</td>\n <td>$207.38</td>\n <td>24%</td>\n <td>1.34%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/LPG\">Dorian LPG</a> Ltd.</td>\n <td>LPG</td>\n <td>86%</td>\n <td>$13.75</td>\n <td>$17.00</td>\n <td>24%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>Bonanza Creek Energy Inc.</td>\n <td>BCEI</td>\n <td>100%</td>\n <td>$49.57</td>\n <td>$61.17</td>\n <td>23%</td>\n <td>2.82%</td>\n </tr>\n <tr>\n <td>Devon Energy Corp.</td>\n <td>DVN</td>\n <td>85%</td>\n <td>$29.23</td>\n <td>$36.06</td>\n <td>23%</td>\n <td>1.51%</td>\n </tr>\n <tr>\n <td>EQT Corp.</td>\n <td>EQT</td>\n <td>77%</td>\n <td>$21.61</td>\n <td>$26.02</td>\n <td>20%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>Penn Virginia Corp.</td>\n <td>PVAC</td>\n <td>80%</td>\n <td>$25.52</td>\n <td>$30.40</td>\n <td>19%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>Green Plains Inc.</td>\n <td>GPRE</td>\n <td>100%</td>\n <td>$33.51</td>\n <td>$39.75</td>\n <td>19%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>ConocoPhillips</td>\n <td>COP</td>\n <td>94%</td>\n <td>$62.75</td>\n <td>$74.00</td>\n <td>18%</td>\n <td>2.74%</td>\n </tr>\n <tr>\n <td>Marathon Petroleum Corp.</td>\n <td>MPC</td>\n <td>78%</td>\n <td>$61.07</td>\n <td>$71.88</td>\n <td>18%</td>\n <td>3.80%</td>\n </tr>\n <tr>\n <td>Valero Energy Corp.</td>\n <td>VLO</td>\n <td>84%</td>\n <td>$78.07</td>\n <td>$91.81</td>\n <td>18%</td>\n <td>5.02%</td>\n </tr>\n <tr>\n <td>Talos Energy Inc.</td>\n <td>TALO</td>\n <td>88%</td>\n <td>$16.09</td>\n <td>$18.71</td>\n <td>16%</td>\n <td>0.00%</td>\n </tr>\n <tr>\n <td>Baker Hughes Co. Class A</td>\n <td>BKR</td>\n <td>88%</td>\n <td>$23.55</td>\n <td>$27.32</td>\n <td>16%</td>\n <td>3.06%</td>\n </tr>\n <tr>\n <td>Chevron Corp.</td>\n <td>CVX</td>\n <td>56%</td>\n <td>$106.07</td>\n <td>$122.52</td>\n <td>16%</td>\n <td>5.05%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/EPD\">Enterprise Products Partners L.P</a>.</td>\n <td>EPD</td>\n <td>96%</td>\n <td>$24.59</td>\n <td>$28.33</td>\n <td>15%</td>\n <td>7.32%</td>\n </tr>\n <tr>\n <td>EOG Resources Inc.</td>\n <td>EOG</td>\n <td>69%</td>\n <td>$85.77</td>\n <td>$97.11</td>\n <td>13%</td>\n <td>1.92%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/PSX\">Phillips 66</a></td>\n <td>PSX</td>\n <td>78%</td>\n <td>$87.90</td>\n <td>$98.94</td>\n <td>13%</td>\n <td>4.10%</td>\n </tr>\n <tr>\n <td>FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>Many oil companies have been forced to cut their dividends during the pandemic, but Valero Energy Corp. <a href=\"https://laohu8.com/S/VLO\">$(VLO)$</a> and Chevron Corp. <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a> are among the exceptions. Both have dividend yields above 5%.</p>\n<p>As always, ratings and price targets aren't enough. You need to do your own research and consider any company's long-term prospects before investing.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF","ET":"Energy Transfer LP","SH":"标普500反向ETF","CVX":"雪佛龙","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","DVN":"德文能源","OEX":"标普100","UPRO":"三倍做多标普500ETF","MPC":"马拉松原油","BKR":"贝克休斯","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149683063","content_text":"The price of crude oil has recovered to its highest level in six years -- way above break-even prices for U.S. shale producers. A delay in production increases by the OPEC+ group of oil producing nations has underlined the recent price push, but the prospect of a continuing economic recovery for the U.S. and other industrialized nations points to an opportunity for investors.\nBelow is a list of 20 energy stocks favored by Wall Street analysts, with price targets implying upside of up to 39%.\nOil stocks are running behind oil prices\nThese charts compare the percentage movement for continuous forward-month contracts for West Texas Intermediate Crude Oil to total returns for the energy sector of the S&P Composite 1500 index :\nFirst, year-to-date moves through 7:25 a.m. ET on July 6:\nEven with dividends reinvested, the energy sector of the S&P 1500 has lagged the price action for oil. (The S&P Composite 1500 index is made up of the S&P 500 SPX (#phrase-company?ref=COMPANY%7CSPX;onlineSignificance=passing-mention), the S&P 400 Mid Cap Index MID (#phrase-company?ref=COMPANY%7CMID;onlineSignificance=passing-mention) and the S&P Small Cap 600 Index SML (#phrase-company?ref=COMPANY%7CSML;onlineSignificance=passing-mention).)\nNow look at the one-year chart:\nThere's an argument to be made that oil stocks are way behind the recent price action. West Texas Crude Oil for August delivery was trading above $76 a barrel on the New York Mercantile Exchange early on July 6. For U.S. shale oil producers, there's a critical relationship between the spot price and their production break-even prices for new wells, which ranged between $46 and $58 a barrel according to a survey conducted in March by the Federal Reserve Bank of Dallas. (You can see that report here\nIt's easy to understand that when West Texas Crude was trading for about $48.50 at the end of 2020, many investors remained shy of oil producers and related stocks.\nWall Street's favorite stocks of oil producers and related companies\nTo screen for U.S.-listed oil stocks, we began with the S&P 1500, in part because the S&P 500 includes only 22 stocks. Some stocks dropped out of the large-cap benchmark index because their market values declined significantly during the COVID-19 pandemic, but more broadly they have been suffering since oil prices peaked in 2014.\nThere are 64 stocks in the S&P 1500. We then added the 17 pipeline limited partnerships held by the Alerian MLP ETF, which aren't included in the S&P indexes. The pipelines are generally considered income plays, but there are some tax complications that should be part of your research before considering them for investment.\nAmong the screen of 81 energy stocks, 36 have majority \"buy\" or equivalent ratings among a group of at least five analysts working for brokerage firms, according to data provided by FactSet. Here are the 20 for which consensus price targets imply the most upside over the next 12 months:\n\n\n\nCompany\nTicker\nShare \"buy\" ratings\nClosing price -- July 2\nConsensus price target\nImplied 12-month upside potential\nDividend Yield\n\n\nRenewable Energy Group Inc.\nREGI\n77%\n$61.80\n$85.92\n39%\n0.00%\n\n\nEnergy Transfer L.P.\nET\n83%\n$10.71\n$13.56\n27%\n5.70%\n\n\nPDC Energy Inc.\nPDCE\n89%\n$46.67\n$58.94\n26%\n1.03%\n\n\nCNX Resources Corp.\nCNX\n54%\n$13.51\n$17.00\n26%\n0.00%\n\n\nPioneer Natural Resources Co.\nPXD\n81%\n$166.74\n$207.38\n24%\n1.34%\n\n\nDorian LPG Ltd.\nLPG\n86%\n$13.75\n$17.00\n24%\n0.00%\n\n\nBonanza Creek Energy Inc.\nBCEI\n100%\n$49.57\n$61.17\n23%\n2.82%\n\n\nDevon Energy Corp.\nDVN\n85%\n$29.23\n$36.06\n23%\n1.51%\n\n\nEQT Corp.\nEQT\n77%\n$21.61\n$26.02\n20%\n0.00%\n\n\nPenn Virginia Corp.\nPVAC\n80%\n$25.52\n$30.40\n19%\n0.00%\n\n\nGreen Plains Inc.\nGPRE\n100%\n$33.51\n$39.75\n19%\n0.00%\n\n\nConocoPhillips\nCOP\n94%\n$62.75\n$74.00\n18%\n2.74%\n\n\nMarathon Petroleum Corp.\nMPC\n78%\n$61.07\n$71.88\n18%\n3.80%\n\n\nValero Energy Corp.\nVLO\n84%\n$78.07\n$91.81\n18%\n5.02%\n\n\nTalos Energy Inc.\nTALO\n88%\n$16.09\n$18.71\n16%\n0.00%\n\n\nBaker Hughes Co. Class A\nBKR\n88%\n$23.55\n$27.32\n16%\n3.06%\n\n\nChevron Corp.\nCVX\n56%\n$106.07\n$122.52\n16%\n5.05%\n\n\nEnterprise Products Partners L.P.\nEPD\n96%\n$24.59\n$28.33\n15%\n7.32%\n\n\nEOG Resources Inc.\nEOG\n69%\n$85.77\n$97.11\n13%\n1.92%\n\n\nPhillips 66\nPSX\n78%\n$87.90\n$98.94\n13%\n4.10%\n\n\nFactSet\n\n\n\n\n\n\n\n\n\nMany oil companies have been forced to cut their dividends during the pandemic, but Valero Energy Corp. $(VLO)$ and Chevron Corp. $(CVX)$ are among the exceptions. Both have dividend yields above 5%.\nAs always, ratings and price targets aren't enough. You need to do your own research and consider any company's long-term prospects before investing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"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":17,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/157891090"}
精彩评论