Surprised that these were so flat this year with everything going on…after the initial bullishness around trumps election they’ve basically been flat or dropped.
Considering what i want to tax loss harvest – but for these, the same factors that made everyone bullish a year ago still seem intact – anyone else seeing these as a decent play right now?
Posted by NilNow
8 Comments
I’m heavy into pipeline and natural gas. AI is here to stay, valuations may change, but AI still needs massive amounts of energy and natural gas is ready to fill that need. Also with the massive money printing again, inflation will run rampant which these types of industries benefit from.
I like CVX
I bought some AROC recently. Leader in natural gas compression.
FTK is my other natural gas play. Small cap, but they are going after their margin business with analytics and doing really well because of it.
No position, but EQT is interesting as well got a long term position.
lng is fine
enbridge kmi are fine
avoid et
$VG is the play.
There’s an oversupply of crude. Even a glut of oil.
So no, to oil stocks. Good for the consumer though.
If trump gets us into some serious altercations in the world and restricts shipping lanes or supply it’s possible you could get a bump in oil. Oil stocks would go up while most everything else will going down. So it might be a good hedge on war. At least temporarily.
I like marine shipping stocks due to the yield, but also when they boom they outperform everything.
Right now I just buy LPG shipping stocks like Dorian so I can also take advantage of green hydrogen shipping in 2026. And sadly if china decides to attack in 2027, this stock will boom as well
More of a 2027 play personally.