Comments
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BHOne thing I really do not understand is the strong correlation with WTI crude oil price based on his thesis. Any opinion on that?
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PAGreat analysis of the company especially by figureing out the secular shit away from coal to natural gas. However, the whole interview is destroyed by the price target and the stop loss level. I can understand that someone is bearish on the US stock market at the moment (but calling the relief rally a "dead cat bounce", really???), however, in late last year's sell off the stock went to $20.5. How can you be bearish for the overall stock market and put the stopp loss more than 10% above the level the stock was like one month ago?
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HJHow would you compare WMB to ET?
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CBWMB is a .11% weighting in VG Total Stock Mrkt. We’re good to go!
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LEThought on Enbridge $ENB with oil and natural gas based in Alberta, Canada? High dividend yields with valuable pipelines from Canada to US.
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CMReally like this pick. While it does have some downside risk in a bad recession, we still need natuaral gas energy and believe he is correct on the secular trend. If Fed continues the insanity of low rates, then the 5% yield is a nice return on what looks like a stock building a nice base in this price range.
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DSWell done. As an aside - since the markets are finally more volatile, it seems to me that the stop loss needs to be reevaluated. I know that it is important to understand what is at risk in a professional portfolio, but a stop loss does increase the risk of losing money on a trade. If you are stopped out at $10 as the stock goes to $9 the stop loss looks effective. But if the stock goes from $9 to your original target of $15, you took a loss instead of a profit. I would like to see a discussion on the benefits/risks using a stop loss and a strategies for setting stop losses in highly volatile markets. Thanks, DLS
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DRWith the weak dollar getting much weaker and looking very bearish by crashing key support levels against most currencies again & again, commodities and commodity service providers look attractive. They're mostly on a tear and should be bought on any correction as long as the dollar keeps plummeting.
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RS$OGE same industry group ($DJUSPL) looks better.
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RMNice thesis and layout of the trade Peter - well done!