With oil at $65, energy stocks look cheap

BlackRock
Door april 19, 2019 07:24

With oil at $65, energy stocks look cheap

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Despite being up 25% from December 2018 lows, Russ discusses the factors that remain supportive of the energy sector.

With the S&P 500 Index up 15% year-to-date, it is no trivial thing to be “beating the market.” As a general rule, more defensive sectors such as healthcare, utilities and staples are trailing as more economically sensitive sectors benefit from rising, or at least less negative growth expectations.

Not surprisingly, in the current environment of “good enough”, growth investors are reverting to form and favoring technology companies. What is more surprising is the dogged persistence of a less glamorous sector: energy. Year-to-date the U.S. GICS Energy Sector is up 18%, beating the market by roughly 200 basis points (bps). Despite the magnitude of the recent gains, still cheap valuations and an intensifying bull market in oil suggest further upside.

Attractive relative value

I last discussed the sector in early February. At

BlackRock
Door april 19, 2019 07:24

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