Kanał Społeczność
RR
Rickie Reeve
@rickiereeve · Jul 28

I came across this nice chart yesterday that shows us that the energy sector is the cheapest sector relative to profitability. It also generates the largest amount of cashe. Healthcare doesn't look bad either.

Who's your energy rep? Mine is $OXY.

Osobista opinia członka społeczności, nie rekomendacja inwestycyjna. Zasady społeczności

BC
Bill Combs @billcombs Jul 31

I'm not investing in that sector yet, but I plan to and so far I like $CVX and $OXY the best.

DD
Daniela Duong @danieladuong Jul 29

Interesting:) I don't own $OXY, but I've been looking for the right one from the energy sector for a while now.

MD
Monday Dayton @mondaydayton Jul 28

For me also $OXY but I'm considering slowly retreating from it and that it will become the main either $CVX or $XOM because although Buffett has a lot in OXY, but his position is something different than for us, for me the company goes long sideways only and dividends not much, so I'm considering whether to still invest in it.

RR
Rickie Reeve @rickiereeve Jul 28

It's a fact that even I would probably choose a different title if it weren't for Buffett. But you have to take into account the buybacks, which at the current rate are about 5.8% of earnings per year. You have to tax dividends, not this. I also like how they are working with debt.

BG
Barrett Gardener @justbarrett Jul 28

So according to this, it looks like we should just look for classic dividend stocks instead of tech. etc. stocks.

RR
Rickie Reeve @rickiereeve Jul 28

I'm sure. It's going to turn around, and I would say it's already slowly happening. At least in my portfolio, it kind of looks like it.

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