Now’s a good time to look beyond COVID-19

Despite the renewed growth in new COVID-19 cases worldwide, investor sentiment has perked up over the past couple of weeks as several pharmaceutical companies announced promising vaccine testing results.
If all goes according to plan, the first approved vaccines could be made available to high-risk groups and… Read More

Steady cash flow cuts investors’ energy risk

The global economic slowdown resulting from the coronavirus has hit some industries especially hard. That includes airlines, hotels, casinos and restaurants—and oil and gas. But unlike many of those companies, the best energy stocks for investors continue to report positive cash flow. Equally important, your… Read More

Value stocks can still spur investors gains

For our subscribers, we’ve long highlighted the benefits of “value investing.” As an investment style it has, over time, performed better than the overall market. The MSCI World Value Index, for example, has outperformed the MSCI World Growth Index by 2.1% per year since 1975… Read More

Fossil fuels will challenge investor returns

Companies involved in the production of carbon-based energy have generally underperformed for investors over the past several years (see table at right).
Volatile commodity prices are nothing new to the industry, with both oil and natural gas prices now at about half the highs reached in… Read More

Your traditional energy ETFs are under pressure

Oil producers and providers of services to the oil industry, are increasingly under pressure to reduce carbon emissions.
Many of the integrated oil producers have already established extensive renewable energy operations that will grow and replace some of their oil production over time.
Overall, oil and gas… Read More