Energy Stocks
Resource and commodity stocks in general should make up only a limited portion of your portfolio—say less than 20% for a conservative investor or as much as 30% for an aggressive investor. And as part of that segment, energy stocks could make up, say half of that total. The rest could be fertilizer stocks, mining stocks and so on.
Oil and gas stocks have been below-average performers lately, and many investors are tempted to get out of the industry altogether. However, the energy sector can play a crucial role in your portfolio as a hedge against inflation. The low inflation rates of the past couple of decades deserve some of the blame for the poor performance of the sector. However, energy stocks will likely rebound in years to come as the global economy recovers.
- Invest mainly in well-established companies;
- Spread your money out across most if not all of the five main economic sectors (Manufacturing & Industry; Resources & Commodities; Consumer; Finance; Utilities);
- Downplay or avoid stocks in the broker/media limelight.
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Energy Stocks Library Archives
SUNCOR ENERGY INC. $47 is a buy. Canada’s largest integrated oil producer (Toronto symbol SU; Conservative Growth Portfolio, Resources sector; Shares outstanding: 1.2 billion; Market cap: $56.4 billion; Price-to-sales ratio: 1.1; Dividend yield: 4.9%; TSINetwork Rating: Average; www.suncor.com) produced a record 853,200 barrels a day in the first quarter of 2025, up 2.1% from 835,300 barrels a year earlier....
IMPERIAL OIL LTD. $95 is a buy. The company (Toronto symbol IMO; Conservative and Income Growth Portfolios, Resources sector; Shares outstanding: 509.0 million; Market cap: $48.4 billion; Price-to-sales ratio: 1.0; Dividend yield: 3.0%; TSINetwork Rating: Average; www.imperialoil.ca) gets over 90% of its production from oil sands operations in Alberta....
IMPERIAL OIL LTD., $92.99, is a buy. The company’s (Toronto symbol IMO; Shares outstanding: 509.0 million; Market cap: $48.9 billion; TSINetwork Rating: Average; Dividend yield: 3.1%; www.imperialoil.ca) crude oil exports to the U.S. comply with the USMCA (U.S.-Mexico-Canada trade agreement), so they remain exempt from U.S....
These oil producers are shifting their focus to more-promising projects and cutting costs. However, we feel Chevron is the better pick for your new buying.
CHEVRON CORP. $137 is a buy. The company (New York symbol CVX; Conservative Growth Portfolio, Resources sector; Shares outstanding: 1.8 billion; Market cap: $246.6 billion; Price-to-sales ratio: 1.3; Dividend yield: 5.0%; TSINetwork Rating: Average; www.chevron.com) is the second-largest integrated oil producer in the U.S....
CHEVRON CORP. $137 is a buy. The company (New York symbol CVX; Conservative Growth Portfolio, Resources sector; Shares outstanding: 1.8 billion; Market cap: $246.6 billion; Price-to-sales ratio: 1.3; Dividend yield: 5.0%; TSINetwork Rating: Average; www.chevron.com) is the second-largest integrated oil producer in the U.S....
CENOVUS ENERGY INC. $17 is a buy. Canada’s third-largest oil producer (Toronto symbol CVE; Conservative Growth Portfolio, Resources sector; Shares outstanding: 1.8 billion; Market cap: $30.6 billion; Price-to-sales ratio: 0.5; Dividend yield 4.2%; TSINetwork Rating: Average; www.cenovus.com) expects to spend between $4.6 billion and $5.0 billion on exploration and upgrades in 2025.
Part of that spending will go toward improving the reliability of its refineries, particularly those in Lima and Toledo, Ohio....
Part of that spending will go toward improving the reliability of its refineries, particularly those in Lima and Toledo, Ohio....
IMPERIAL OIL LTD. $91 is a buy. The integrated oil producer (Toronto symbol IMO; Conservative and Income Growth Portfolios, Resources sector; Shares outstanding: 523.4 million; Market cap: $47.6 billion; Price-to-sales ratio: 1.9; Dividend yield: 3.2%; TSINetwork Rating: Average; www.imperialoil.ca) is down 7% in the past month, mainly due to concerns that brewing tariff wars will trigger a global economic slowdown and depress oil demand.
However, Imperial’s investments in more cost-efficient extraction techniques should help offset the impact of lower prices....
VEREN INC., $9.54, is now a tender for investors. The company (Toronto symbol VRN; Shares o/s: 611.8 million; Market cap: $5.8 billion; TSINetwork Rating: Extra Risk; Dividend yield: 4.8%; www.vrn.com) has received a takeover offer from Whitecap Resources (symbol WCP on Toronto)....
The shares of oil and gas stocks remain high as energy demand stays strong. We continue to recommend that most investors maintain some exposure to the oil and gas industry as part of a balanced portfolio—despite tariffs. Still, to cut risk, stick with producers that have positive cash flow even in times of low energy prices....
COTERRA ENERGY, $28.69, is a buy. The company (New York symbol CTRA; TSINetwork Rating: Extra Risk) (www.coterra.com; Shares outstanding: 736.4 million; Market cap: $21.1 billion; Dividend yield: 2.9%) and Halliburton Energy Services (symbol HAL on New York) have announced the launch of autonomous hydraulic fracturing technology in North America.
Before this service, fracture decisions were managed manually while pumping....
Before this service, fracture decisions were managed manually while pumping....
Imperial Oil’s shares have dropped recently in response to threatened U.S. tariffs on Canadian oil imports. However, the company’s falling operating costs should help reduce any tariff-related impact. In fact, Imperial is so confident in its prospects, it just raised your dividend by 20%.
IMPERIAL OIL LTD....
IMPERIAL OIL LTD....