Sentences with phrase «integrated oil company stocks»

While I'd remain cautious of physical crude oil given the commodity's price volatility, integrated oil company stocks appear to be bottoming.

Not exact matches

Lewenza recommends buying stocks in integrated companies — those that both produce and refine oil, so that one part of the business is essentially benefiting from the misfortune of the other — as well as in oil transportation, such as pipeline companies.

Pardy expects we'll see a gradual shift out of integrated oil companies and into riskier, more volatile exploration - and - development and oilfield services stocks that can offer more upside, although he stresses that you can't lose sight of the companies» balance sheets.

Noting that an integrated strategy was effective for past years, Mulva said the value of ConocoPhillips as an integrated international oil company is not being reflected in its stock values.

Sector-wise, energy stocks are unsurprisingly struggling, but we see value in integrated oil companies, which could benefit from a stabilization in the price of crude.

The bottom line: In today's economic environment, I would still favor stocks over other assets, but I would focus on pockets of value within the stock market, including Asian equities and large, integrated oil companies.

In contrast, we had nice returns in a number of our media, insurance and food stocks, among others, including Axel Springer, Schibsted, Zurich Insurance, Berkshire Hathaway, and Nestlé, but it was unfortunately not enough to overcome the continued pressure on our oil & gas stocks, which included fully integrated holdings such as Total and Royal Dutch; exploration and production companies such as Devon Energy and Pacific Rubiales; Canadian oil sands producers such as Cenovus; and energy service holdings such as Halliburton and National Oilwell Varco.

For advisors comfortable with rebalancing via individual stocks, two integrated oil companies stand out.