Oil and gas remain key parts of energy use

The long-term dynamics of oil and gas producers are consistent—periods of high prices historically lead to large-scale capacity expansion and then invariably to overcapacity, lower prices, and poor profitability.
Illustrating that cyclical nature, shares of oil and gas producers have soared since early 2021—after a long… Read More

Fossil fuels will be around for a while yet

Oil and gas prices have pulled back lately, but still remain high. Meanwhile, demand should remain elevated for several years to come as the world continues to rely on fossil fuels even as it shifts to more-sustainable renewable energy sources.
Here are three ETFs that focus… Read More

Our updates for safety-conscious investors

TC ENERGY INC., $49.10, is a buy. The company (Toronto symbol TRP; Shares outstanding: 1.0 billion; Market cap: $48.9 billion; TSINetwork Rating: Above Average; Dividend yield: 7.6%; www.tcenergy.com.) has proposed building a new pumped storage hydro power project near Meaford, Ontario. The system would pump water from Georgian Bay… Read More

Timely buy for Ovintiv

OVINTIV INC., $64.14, is a buy. The energy producer (Toronto symbol OVV; Shares outstanding: 273.9 million; Market cap: $17.6 billion; TSINetwork Rating: Average; Dividend yield: 2.5%) recently paid private equity firm EnCap Investments L.P. $4.4 billion U.S. (73% in cash, 27% in shares) for 1,050 wells in the… Read More

Use these updates to enhance your returns

DUN & BRADSTREET HOLDINGS INC. $11 remains a buy. The company (New York symbol DNB; Aggressive Growth Portfolio, Finance sector; Shares outstanding: 439.2 million; Market cap: $4.8 billion; Price-to-sales ratio: 2.0; Dividend yield: 1.8%; TSINetwork Rating: Extra Risk; www.dnb.com) is a global provider of information and data analytics… Read More