How to play the energy sector as oil prices rise
Oil prices (CL=F, BZ=F) rise as the conflict between Israel and Iran continues. Tortoise senior portfolio manager and managing director Rob Thummel joins Market Domination with Julie Hyman and Josh Lipton to discuss investing in the energy sector.
To watch more expert insights and analysis on the latest market action, check out more Market Domination here.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
an hour ago
- Yahoo
Investors in MyState (ASX:MYS) have seen returns of 18% over the past year
These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But investors can boost returns by picking market-beating companies to own shares in. For example, the MyState Limited (ASX:MYS) share price is up 12% in the last 1 year, clearly besting the market return of around 8.3% (not including dividends). If it can keep that out-performance up over the long term, investors will do very well! Having said that, the longer term returns aren't so impressive, with stock gaining just 1.0% in three years. Now it's worth having a look at the company's fundamentals too, because that will help us determine if the long term shareholder return has matched the performance of the underlying business. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. In his essay The Superinvestors of Graham-and-Doddsville Warren Buffett described how share prices do not always rationally reflect the value of a business. One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). During the last year, MyState actually saw its earnings per share drop 6.9%. This means it's unlikely the market is judging the company based on earnings growth. Since the change in EPS doesn't seem to correlate with the change in share price, it's worth taking a look at other metrics. For starters, we suspect the share price has been buoyed by the dividend, which was increased during the year. It could be that the company is reaching maturity and dividend investors are buying for the yield, pushing the price up in the process. The company's revenue and earnings (over time) are depicted in the image below (click to see the exact numbers). We like that insiders have been buying shares in the last twelve months. Even so, future earnings will be far more important to whether current shareholders make money. So we recommend checking out this free report showing consensus forecasts It is important to consider the total shareholder return, as well as the share price return, for any given stock. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. In the case of MyState, it has a TSR of 18% for the last 1 year. That exceeds its share price return that we previously mentioned. And there's no prize for guessing that the dividend payments largely explain the divergence! It's good to see that MyState has rewarded shareholders with a total shareholder return of 18% in the last twelve months. Of course, that includes the dividend. Since the one-year TSR is better than the five-year TSR (the latter coming in at 6% per year), it would seem that the stock's performance has improved in recent times. In the best case scenario, this may hint at some real business momentum, implying that now could be a great time to delve deeper. It's always interesting to track share price performance over the longer term. But to understand MyState better, we need to consider many other factors. Like risks, for instance. Every company has them, and we've spotted 2 warning signs for MyState (of which 1 is significant!) you should know about. MyState is not the only stock insiders are buying. So take a peek at this free list of small cap companies at attractive valuations which insiders have been buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Australian exchanges. — Investing narratives with Fair Values A case for TSXV:USA to reach USD $5.00 - $9.00 (CAD $7.30–$12.29) by 2029. By Agricola – Community Contributor Fair Value Estimated: CA$12.29 · 0.9% Overvalued DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts By WynnLevi – Community Contributor Fair Value Estimated: $195.39 · 0.9% Overvalued Historically Cheap, but the Margin of Safety Is Still Thin By Mandelman – Community Contributor Fair Value Estimated: SEK232.58 · 0.1% Overvalued View more featured narratives — Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Se produjo un error al recuperar la información Inicia sesión para acceder a tu portafolio Se produjo un error al recuperar la información Se produjo un error al recuperar la información Se produjo un error al recuperar la información Se produjo un error al recuperar la información
Yahoo
an hour ago
- Yahoo
Stock Split Watch: Is CrowdStrike Next?
CrowdStrike shares have climbed almost 50% so far this year and recently reached a record high. The company still faces headwinds from an outage last year but has expressed confidence in its future. 10 stocks we like better than CrowdStrike › Last year was a big one for stock splits, with some of the market's most exciting companies, from Nvidia to Broadcom and Chipotle Mexican Grill, taking part. Investors always are on the lookout for these events, and they often happen after a stock has soared over several months or years. The maneuver brings down the price of each individual share, making the stock easier for more investors to buy. So when looking for the next potential stock-split company, it's a great idea to consider recent top performers. And that brings me to CrowdStrike (NASDAQ: CRWD), a stock that's soared nearly 50% this year to a record high of just over $500. Will CrowdStrike announce a split soon? Let's consider the evidence. First, though, a quick look at stock splits themselves. Splits happen when a company offers additional shares to current holders, but the value of the holders' total position remains the same. By doing this, the price of each individual share declines, but the market value of the company is left unchanged. In fact, nothing fundamental changes after a stock split. So if nothing really changes, why are stock splits viewed as positive? As mentioned, these operations, by lowering the per-share price, make it easier for more investors to get in on the stock. Certain investors don't have access to fractional shares, making it difficult for them to buy stocks once they reach certain levels -- for example, $500 or even $1,000. And others may see those levels as a psychological barrier, even if the stock isn't expensive from a valuation standpoint. A stock split won't lead to a pop in the share price the day of the operation, but over time, it could draw more investors to a particular stock. The second positive point is stock splits may be seen as a sign of confidence from a company's management. If management decides on a split, it's likely these leaders believe the company has what it takes to deliver more share-price growth over time. Now, let's consider the case of CrowdStrike. The cybersecurity giant has seen explosive growth since its initial public offering back in 2019, with revenue soaring into the billions of dollars, and the stock surging more than 1,300%. Customers have flocked to CrowdStrike's artificial intelligence (AI)-driven Falcon system, offered in modules that allow them to design a platform suited to their needs. In fact, the world became so dependent on CrowdStrike that last year a software update glitch led to an outage that brought much global activity to a standstill. The problem has weighed on earnings, with the company offering compensation packages to those affected, and CrowdStrike says these headwinds will continue through this fiscal year. Still, CrowdStrike has maintained solid relationships with customers and continues to deliver double-digit growth. In the latest quarter, revenue advanced 20% to more than $1 billion, and importantly, annual recurring revenue also climbed in the double digits, to $4.4 billion. Now, here's another key point that offers us reason to be confident about CrowdStrike: The company announced an authorization allowing it to buy back $1 billion in shares. A company that aims to buy its own shares generally is confident about its own outlook, but here, we're not limited to making assumptions, because Chief Executive Officer George Kurtz specifically said the "announced share repurchase reflects our confidence in CrowdStrike's future." Against this backdrop, will CrowdStrike announce a split? The company hasn't yet split its stock, so such a move would be a first. Though the level of $500 isn't too intimidating for a tech stock, a stock split at this point could be a wise move for CrowdStrike, since, along with the buyback plan, it would give investors another message of confidence. On top of this, a lower price point could make it easier for the stock to advance. As mentioned, a stock split opens the door to a broader pool of potential investors. Of course, it's impossible to predict with 100% accuracy what this cybersecurity giant will decide. But at today's level, CrowdStrike is ripe for a split, and it could represent a positive move for the company. Before you buy stock in CrowdStrike, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and CrowdStrike wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $713,547!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $966,931!* Now, it's worth noting Stock Advisor's total average return is 1,062% — a market-crushing outperformance compared to 177% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chipotle Mexican Grill, CrowdStrike, and Nvidia. The Motley Fool recommends Broadcom and recommends the following options: short June 2025 $55 calls on Chipotle Mexican Grill. The Motley Fool has a disclosure policy. Stock Split Watch: Is CrowdStrike Next? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
an hour ago
- Yahoo
As stocks notch records, sentiment lags behind, but 'Fed put' to support bulls
-- Stocks are reaching for the skies, clinching fresh records even as a key gauge of investor sentiment lags behind, with recession worries still simmering beneath the surface. But Yarndeni Research says the bull run is far from over, as the 'Fed put' is back in play and should cushion any fallout from tariff-driven hits to growth. 'Despite the latest record highs for the S&P 500 and Nasdaq, the Investor Intelligence and AAII Bull-Bear Ratios remain relatively low… This suggests that stock investors remain wary. It's as though they're chanting Roseannadanna's mantra: '[I]t's always something—if it's not one thing, it's another,'' Yarndeni Research said in a recent note. Investors have found fresh relief as the Israel-Iran conflict cooled and optimism builds for a resolution to Trump's trade war, even as talks with Canada hit a snag. Offsetting that setback, the U.S. and China resolved a rare earths dispute, and new trade agreements are reportedly in the pipeline. The S&P 500 and Nasdaq both closed at record highs on Friday, with the S&P 500 up 5% year-to-date. Yet, under the surface, sentiment remains cautious. The Investor Intelligence and AAII Bull-Bear Ratios are still subdued, reflecting persistent recession fears and a string of weaker-than-expected economic indicators. The Citigroup (NYSE:C) Economic Surprise Index has stayed in negative territory, and Q1 GDP was revised down to -0.5%. Personal income and spending both dipped in May, while unemployment claims remain low but continuing claims are creeping higher—a sign it's taking longer for the jobless to find work. Still, Yarndeni's take is that these are signs of a 'soft patch,' not a full-blown slowdown. Four of the five best-performing S&P 500 sectors so far this year are cyclical—Industrials, Communication Services, Financials, and Information Technology—underscoring long-term optimism around tech capex, onshoring, and capital markets. The report expects consumer spending to rebound as stock prices hit new highs and tariff turmoil moderates. Yarndeni argues, however, that the 'Fed put' is back: if the economy stumbles, the Federal Reserve is likely to cut rates twice before year-end. Even if the base case is for resilience without Fed help, the futures market is already pricing in two cuts over the next six months and four in the next year. That safety net, Yarndeni says, should keep the bull market intact—even if growth wobbles. Related articles As stocks notch records, sentiment lags behind, but 'Fed put' to support bulls Circle applies for U.S. trust bank license after successful IPO Elon Musk criticizes spending bill, calls for new political party Sign in to access your portfolio
