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Company Research

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.

Edition: 131

- 18 March, 2022