INVESTING IN ENERGY STOCKS? ONE NAME TO AVOID & ONE TO CHECK OUT
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✍️ Ben Cook, portfolio manager of Hennessy Energy Transition Fund, recommends buying Expand Energy (EXE) and avoiding Occidental Petroleum (OXY) due to their respective strengths and weaknesses in the energy sector.
👉 Expand Energy has geographically advantageous assets in Northwest Louisiana, close to LNG export capacity growth 👉 The company has reduced its leverage and is embarking on a production growth phase 👉 Expand Energy generates significant free cash flow and has a cash return profile that is attractive to investors 👉 Occidental Petroleum faces challenges in crude oil production, with a high percentage of waiting oil 👉 The company has significant leverage and is required to pay down debt before returning cash to investors 👉 Berkshire Hathaway's large stake in Occidental Petroleum creates a potential overhang on the stock
-- #BenCook #JoshLipton #WarrenBuffett #GregAbel #NorthwestLouisiana #UnitedStates #business
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