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the energy sector remains inexpensive, at 11 times forward earnings estimates, versus an average of 17 times since 1986.
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Cyclical, reopening, the cleanest balance sheets in the market..
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If you believe international travel will come roaring back this summer, this is the place to be. If you believe crude will hit $100+ this summer, this is the place to be.
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One of the only sectors not affected by raising rates, and instead is a purely cyclical play.
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In virtually every OPEC meeting, the meetings have revolved around complaining about not being compensated for increasing output still many months ago. Why would these countries agree to increase output when they STILL do not believe they have been fairly compensated? I expect demand to continue to exceed output this year.
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Historically, energy has been a Top 3 sector out of 11 in January 18 times. 8 out of 18 times, Energy finished top 3 for the year.
Submitted January 26, 2022 at 11:33PM by BurnerBurnerBurns20 https://ift.tt/3IHD7em
