• 3 minutes Could Venezuela become a net oil importer?
  • 7 minutes Reuters: OPEC Ministers Agree In Principle On 1 Million Barrels Per Day Nominal Output Increase
  • 12 minutes Battle for Oil Port: East Libya Forces In Full Control At Ras Lanuf
  • 52 mins Could Venezuela become a net oil importer?
  • 5 hours Reuters: OPEC Ministers Agree In Principle On 1 Million Barrels Per Day Nominal Output Increase
  • 2 hours Tesla Closing a Dozen Solar Facilities in Nine States
  • 8 hours Saudi Arabia plans to physically cut off Qatar by moat, nuclear waste and military base
  • 2 hours Why is permian oil "locked in" when refineries abound?
  • 1 min EU Leaders Set To Prolong Russia Sanctions Again
  • 38 mins Oil prices going down
  • 9 mins Could oil demand collapse rapidly? Yup, sure could.
  • 14 mins Gazprom Exports to EU Hit Record
  • 20 hours Teapots Cut U.S. Oil Shipments
  • 16 hours Battle for Oil Port: East Libya Forces In Full Control At Ras Lanuf
  • 10 hours Saudi Arabia turns to solar
  • 2 hours EVs Could Help Coal Demand
  • 20 hours Hot line, Macron: Phone Calls With Trump Are Like Sausages Best Not To Know What Is Inside
  • 8 hours China’s Plastic Waste Ban Will Leave 111 Million Tons of Trash With Nowhere To Go
  • 1 day Russia's Energy Minister says Oil Prices Balanced at $75, so Wants to Increase OPEC + Russia Oil by 1.5 mbpd
Alt Text

A Key Tool For Energy Investors

While on paper, determining a…

Dan Dicker

Dan Dicker

Dan Dicker is a 25 year veteran of the New York Mercantile Exchange where he traded crude oil, natural gas, unleaded gasoline and heating oil…

More Info

Trending Discussions

Time to Get Into Rock Solid Large Cap Dividend Payers

If you’ve missed the point of the last 2 weeks of market action, let me get you up to date:  2014 is going to be rough, really rough.  We’re going to need to go back to the defensive playbooks we haven’t used for 4 years, but which saw us through great profits at relatively little risk.  We need to go back to 2009.  

You know I am a commodity guy and I’ve written recently about the continued weakness of base metals, particularly copper and zinc, and coal, commodities I consider crucial indicators of a continuing robust recovery.  

Look at the worst performing stocks of the last two years and they are almost all commodity names, particularly coal and copper names – Peabody (BTU), Alpha Natural Resources (ANR), Vale (VALE), Freeport (FCX) – I could go on.  So what is the difference today and why am I turning so defensive on the market?  Commodity strength becomes that much more of a factor, precisely because Fed activity is beginnings its taper and strong stock index results last year seemed to ‘borrow’ gains from our current year.  

But with dropping share prices, and concurrent dropping bond yields, we’re looking at another 2009 scenario where dividend producers represent such a sharp arbitrage opportunity.  And it’s with bond-like stocks were going to find our best ideas now.  

Now’s the time to give up, and I mean entirely, on high-beta…

To read the full article

Please sign up and become a premium OilPrice.com member to gain access to read the full article.

RegisterLogin

Trending Discussions





Oilprice - The No. 1 Source for Oil & Energy News