SAN FRANCISCO, CA--(Marketwired - January 28, 2016) - There are still winners in the energy space, but you have to move quickly. In advance of the rebalance U.S. Global Investors CEO Frank Holmes is expecting toward the end of 2016, he and analyst Samuel Pelaez point to the sectors taking advantage of opportunities, including refiners, midstream MLPs, low-cost producers, airlines and chemical companies. In this interview with The Energy Report, they name their favorites and outline the fundamentals that will make 2016 look a lot different than the year that just ended.
Included in this interview is: BNK Petroleum Inc. (
The Energy Report: How are the majors shifting their focus to take advantage of global opportunities? What role do they play in a diversified energy portfolio?
Samuel Pelaez: By definition, the integrated majors are the best way to ride a storm. They've traditionally been the defensive names in the space, and they continue to be so. If you look at last year's performance, they massively outperformed the energy sector. That's even before you factor in the dividends, which are obviously much more sustainable. The role they play is critical, and it changes over time. But at this juncture, when we're expecting even lower equity returns, dividends and share repurchases become a big and important part of…
Continue reading this interview: Which Energy Companies Are Being Added to US Global Funds in Anticipation of an Oil Rebalance?
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Investors rely on The Energy Report to share investment ideas for the oil & gas, renewable and alternative energy industries. This valuable insight is integrated with in-depth company information, summaries from the latest research and news that will help you make smart investment decisions.
DISCLOSURE:
BNK Petroleum Inc. is a sponsor of The Energy Report. Frank Holmes and Samuel Pelaez had final approval of the content of the interview and are wholly responsible for the validity of the statements. Opinions expressed are the opinions of Mr. Holmes and Mr. Pelaez and not of The Energy Report or its officers. The interview does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility.
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