Energy stocks are set to continue thriving...

MAPsignals

MAPsignals allows broad and granular self-directed research through a proprietary approach looking for unusual institutional buying of stocks that no one else offers, and the buying data, along with the strong fundamental backdrop indicates energy stocks are set to continue to thrive. Chart 1 clearly shows that big professional traders have been buying energy stocks for most of the year. Digging deeper, MAPsignals research portal software also allows users to see the stocks getting bought on a given day. Chart 2 shows how Occidental Petroleum has regularly featured in their Top20 report - the best ranked stocks getting unusually bought each week.

- 16 September, 2022

Is it too late to buy Oil stocks?

Energy

Kailash Capital Research

Energy stocks are still dirt cheap and are painfully under-owned by investors crowding into index and ESG funds - offers healthy yields, investment grade balance sheets and the stocks have highly asymmetric payoff structures based on history. KCR show that when Nat Gas prices rise 100% more than Energy stocks over the trailing 3 years, Energy typically goes on to trounce the S&P 500 Index. In the unlikely event that prices do collapse, it would be due to a macro shock that would level the economy and do far worse damage to other sectors. KCR’s top ranked Energy companies include Marathon Oil, ConocoPhillips and Occidental Petroleum.

- 10 June, 2022

Undervalued energy stocks: The case for adding exposure

Kailash Capital Research

Energy stocks have even further to run. Incredibly, energy stocks continue to be the cheapest stocks in the market by a wide margin and have only been this relatively cheap once before in history. On top of this, oil & gas companies’ FCF yields are understating reality and investors are looking at the wrong companies! Recommendations include Devon Energy, Occidental Petroleum and APA Corp.

- 18 March, 2022

JetTrack: Real Time Insight into Corporate Strategy

Paragon Intel

Paragon Intel’s JetTrack is an analytics and data platform that enables investors to track the private jet activity of ~3,500 companies (5 Min Demo Here). JetTrack has been very successful in helping investors get ahead on many deals through the tools built into the platform (Raytheon/United Technologies, Occidental/Anadarko, Gilead/Immunomedics, ICE/Ellie Mae to name a few). Recently, they have flagged outlier flights of Simmons First National Corp. visiting Regions Financial Corp. twice after not travelling near their headquarters for over 5+ years.

- 30 April, 2021