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Posts Tagged ‘energy stocks’

Oil and oil stocks take double hit today

The combination of a big build in U.S. crude inventories this week and fears that the escalating U.S.-China trade war will slow global economic growth (and global oil demand) took a big whack out of oil prices and oil stocks today. The U.S. Energy Information Administration reported that U.S. crude oil inventories for the week […]

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Buffett gets paid to turn Chevron/Occidental battle over Anadarko upside down–but what about Occidental shareholders?

Occidental Petroleum (OXY) has brought Warren Buffett and Berkshire Hathaway (BRK.A) into its battle with Chevron (CVX) for control of Permian-Basin-rich Anadarko Petroleum (APC). Up until the entry of Buffett, Chevron had the inside edge even though it had offered a lower price of $33 billion in cash and stock for Anadarko. That company's board […]

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Renewed bid from Occidental for Anadarko adds heat to Permian M&A

The battle for control of Anadarko Petroleum (APC) and its huge position in the oil shale geologies of the Permian Basis isn't over. Yesterday, Wednesday,  Occidential Petroleum (OXY) made a renewed bid to acquire Anadarko. The 50%/50% stock and cash offer from Occidental would value Anadarko at $38 billion. Chevron's offer of 75% stock and 25% […]

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Unsettling market risk potential for Thursday and Friday

Today, Wednesday April 3, action in the three legs that support stocks near the highs for 2019 pointed toward significant risk for Thursday and Friday. The Standard & Poor's 500 index closed the day up 0.21% at 2873. Leg 1 for the market: The financials, the biggest sector (or the second biggest depending on what's […]

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I’m selling Exxon Mobil out of my Dividend Portfolio as part of my annual portfolio rebalancing

I'm part way through the annual rebalancing of my Dividend Portfolio (with other portfolios to follow.) The initial stage of that process requires a close look at which of the stocks in the portfolio I'd like to keep for another year (based on their prospects for the next year) and which I'd sell because I […]

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Making Cheniere Energy my #8 pick in my Special Report: 10 stocks for an earnings recession

At the moment everything is running Cheniere Energy's (LNG) way.  And while natural gas remains a cyclical sector and subject to the ebbs and flows of the global economy, those catalysts are enough for me to make this the #8 pick for my Special Report: 10 stocks for an earnings recession. Cheniere is also a […]

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Markets worry about everything this morning–especially bank and energy stocks

I dare you to find something global financial markets aren't worried about. And, moreover, many of the worries are re-enforcing each other today. So, for example, we've got U.S. Trade Representative Robert E. Lighthizer, saying on Sunday TV the the 90 day trade truce is a hard deadline. No deals in 90 days and the […]

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Oil moves higher today on Hurricane Michael, IEA supply warning

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Trick or Trend: Will pain of the U.S.-China trade war stay focused on specific victims or spread to fear in the general market?

Our regular (or occasional or perhaps occasionally regular) Friday series ( actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Today, Friday, August 3, China announced tariffs on $60 billion in U.S. exports in […]

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Selling Cheniere Energy out of my Jubak Picks portfolio on China trade war

Back when President Donald Trump and President Xi Jinping were best buds they announced a deal in principle that would expand Chinese purchases of liquified natural gas from the United States in general and Cheniere Energy (LNG) in particular. I think we can assume that deal is off the table for quite some time. The […]

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