Oppenheimer has been looking at the oil sector this month.
So far, the group has released research reports covering the sustainability of Big Oil’s dividends and Big Oil’s net asset values if the price of oil falls to $40/bbl. Oppenheimer has also put out a report warning that the third quarter will see Big Oil’s worst quarterly result . . .
SORRY!
This content is exclusively for paying members.
If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger
Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.
Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.
Rupert covers everything value investing for ValueWalk
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.
"I reject your reality and substitute my own." As youngsters, my kids used... Read More
While looking for value within Europe, one utility stock has caught my eye: GDF Suez SA (OTCMKTS:GDFZY) (EPA:GSZ). As a European utility, GDF is, in my opinion, a risk.... Read More
Hedge Funds Q2 2016 Asset Flows by Preqin
Check out the part about activists pretty shocking stats
Drivers of Change in the Hedge Fund Industry: Performance
With recent returns lower than investors... Read More
SUMMARY
The Momentum strategy can be applied to stocks, sectors, countries and factors
Factor momentum shows positive excess returns across regions
However, single-stock Momentum performance is comparable and less... Read More
Dan Loeb's Third Point returned -11.5% in its flagship fund for the first quarter of 2021, according to a copy of the hedge fund's quarterly investor update, which ValueWalk... Read More
Sterne Agee sees two years left in a five year bull market in the U.S. dollar as the economy benefits from cyclical expansion and growth. This economic growth will... Read More
Aaron Cowen has over 17 years of experience as a Portfolio Manager and Research Analyst. Prior to forming Suvretta, he served as a Portfolio Manager at Soros Fund Management where... Read More
As a Sure Dividend reader, you know the power of investing in:
High quality businesses
Trading at fair or better prices
That pay rising dividends and/or have a high... Read More
Over the past few weeks it has become clear which strategy Wall Street analysts are backing for 2016: value Investing.
Get The Timeless Reading eBook in PDF
Get the entire 10-part... Read More
Cisco CEO John Chambers spoke with FOX Business Network’s (FBN) Liz Claman about his concerns surrounding a possible sequestration and how it would affect Cisco Systems, Inc. (NASDAQ:CSCO). Chambers... Read More