Seeking Alpha

Many energy stocks trade "near liquidation value," and the group is valued at "trough" levels,...

Many energy stocks trade "near liquidation value," and the group is valued at "trough" levels, some analysts say, as the price ratio of energy stocks relative to the S&P 500 is near lows reached at the 2009 market bottom and in 2010-11. Among favorites: CVX, XOM, RDS.A, APA, APC, HES, HAL, SLB. Avoid gas-oriented issues such as CHK, SWN, ECA.
Comments (13)
  • Whatever.

     

    I'm still 7.3% underwater with HAL.

     

    It seemed like a good idea at the time.
    6 Aug 2012, 12:17 PM Reply Like
  • TwistTie - I was feeling your pain w/ BHI until just recently when i recd a welcome pop so i could finally get my head above water w/ this one. No expert on HAL but i think the sector will climb out of it's funk. Seeing more positives on the other energy related issues of late. Hang in there.
    6 Aug 2012, 01:22 PM Reply Like
  • Everyone should recognize that these comments are for investors with extremely short time horizons.
    6 Aug 2012, 12:19 PM Reply Like
  • Don't you mean long horizons?
    6 Aug 2012, 12:56 PM Reply Like
  • Wait until gas is $8.00. Then you can buy at the top in preparation to sell at the next bottom. Sheeeesch.
    6 Aug 2012, 01:07 PM Reply Like
  • Tactical investors putting less at risk with fossil (dirty) fuels. Curiosity just landed on Mars with a nuclear powered energy package!
    6 Aug 2012, 01:15 PM Reply Like
  • Have you seen how nuclear stocks have done the last couple of years? Not a pretty sight.
    6 Aug 2012, 01:19 PM Reply Like
  • I am aware of that, just making a different point.
    6 Aug 2012, 04:01 PM Reply Like
  • Now if Obama and Congress would just let us have the pipeline it would add at least 20,000 jobs and we would not be dependent upon foreign oil. As long as we have this Administration the economy and energy sectors are in trouble.
    6 Aug 2012, 01:45 PM Reply Like
  • It's not a matter of IF the pipeline will get passed, the union lobby will get to him..... He can't have it both ways (environmental fringe, and labour)..

     

    The pipeline will be built, we will get Canadian crude, and SU will stand to benefit... long SU, and short Obama.
    6 Aug 2012, 02:27 PM Reply Like
  • I like CHK at this price and just repurchased 100 shares this morning. I recently saw one of the last "global warming deniers" (whose research was funded by the Koch Bros.) join the majority of the scientific community and said we must move on from oil/coal and knowing he would spark controversy said he believed natural gas is our best alternative for now - cheap, cleaner, abundant, will create thousands of jobs and China/India on board so we must encourage them further. He believed fracking could and should be made safer, and strictly regulated to keep it that way to gain the public trust.
    6 Aug 2012, 02:40 PM Reply Like
  • Most oil & gas companies always trade near liquidation values so that's not too helpful.
    6 Aug 2012, 04:06 PM Reply Like
  • CHK good so far!
    9 Aug 2012, 04:39 PM Reply Like
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