I am taking profits on energy names on WTI's 32% quarterly gain.
An unusual play on liquid natural gas, a one-of-a-kind royalty trust, a low-risk, diversified mutual fund, two high-yielding midstream MLPs, and a trio of oil ETFs.
They are more seasoned than traders of any other asset class.
Let me tell you what I am hearing is the big sticking point in the talks with China.
Here's the problem with these oil breakouts.
The apple of my eye is still the 10% Series A Cumulative Preferred Stock issued by Callon Petroleum.
This recent oil price surge in price is not over, and not priced in. Here is how I am playing it.
In a market full of noise it pays to focus on individual fundamentals. One of my favorite phrases is 'cash flow never lies.'
It appears it may not, as supplies of heavy oil are becoming short even as there is an excess of light sweet oil.
After the Ethiopian Airlines crash, watch your Aerospace and Defense stocks.