Seeking Alpha

It's time to readjust portfolios towards energy to remain safe in more turbulent bond and stock...

It's time to readjust portfolios towards energy to remain safe in more turbulent bond and stock markets, TheStreet's Dan Dicker writes; investing in a staple commodity requires buying staple-like oil companies, especially E&P names that can monetize a sticky and high price for oil. Yield generators such as XOM and CVX will lag, while higher beta names such as APC, NBL and EOG will outperform.
Comments (6)
  • financeminister
    , contributor
    Comments (942) | Send Message
     
    okay, will do the opposite.
    25 Jun 2013, 05:29 PM Reply Like
  • Marine85
    , contributor
    Comments (267) | Send Message
     
    I'll do the opposite. That's rich. LOL.
    26 Jun 2013, 01:16 AM Reply Like
  • BAHAMAS1
    , contributor
    Comments (2757) | Send Message
     
    Imo the comment of "CVX will lag" is TOTALLY WRONG !
    I can see XOM as lagging but not CVX who has highest per bbl return of all majors plus great dividend and pricing power in their petrochemical division. Also nat gas will be a winner for them especially ex Australia to Far East deliveries where the highest prices are paid.
    25 Jun 2013, 05:30 PM Reply Like
  • bjamesh
    , contributor
    Comments (129) | Send Message
     
    To "remain safe" in a "turbulent" market you need high beta names. Somehow that makes no sense to me.
    26 Jun 2013, 12:41 AM Reply Like
  • Veritas1010
    , contributor
    Comments (1662) | Send Message
     
    Big energy = Portfolio safety.
    26 Jun 2013, 03:39 PM Reply Like
  • smurf
    , contributor
    Comments (4538) | Send Message
     
    Don't forget RDS-B, for a nice boring 5%+ dividend stock.
    27 Jun 2013, 12:46 AM Reply Like
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