The Long Term Bull Case for Oil, With Todd Sullivan, ValuePlays.com
This episode brought to you by StockMarketHats.com. Enter the code "contrarian" at checkout for a 10% discount!
To get episodes without ads or interruptions, and take advantage of a host of other benefits (including the Daily Contrarian briefing and podcast), consider joining our premium service. Prices start at $9/month. More information on our Substack and Supercast.
Todd Sullivan of ValuePlays.com joins the podcast to discuss his long term bullish views on oil.
The guest also provides his favorite stocks -- all portfolio holdings of his -- for investors to take advantage of this trend.
Content Highlights
(Spotify users can click on the timestamp to link to the start of the section directly)
-
Big picture elements of supply, demand, and infrastructure that are driving the long term bull case for oil (2:50);
-
What about the potential for an economic slowdown in the U.S. and more importantly China? How might that impact things? (7:39);
-
Background on the guest and how he turned his passion as a blogger and investor into his current position (11:17);
-
The three energy names he really likes right now (18:51);
-
Energy has been unpopular for some time and people are under the illusion that gas and oil are going away. "Nothing could be further from the truth." (25:28);
-
Why transport companies are more of a pure-play on energy prices than drillers (29:30);
-
$100/barrel oil is a "realistic scenario" and prices could stay high after that as the macro outlook remains constructive (37:17);
-
The bullish outlook for the cannabis industry in the U.S. -- this will be the topic of a future episode (42:49).
More Information on the Guest
-
Website: ValuePlays.com;
-
Twitter: @ToddSullivan.
Special Offer for Listeners
-
Subscribe to ValuePlays at the original rate (discount of 63% over current prices). The guest discusses specifics of the service starting at (32:04).
More episodes from "The Contrarian Investor Podcast"
Don't miss an episode of “The Contrarian Investor Podcast” and subscribe to it in the GetPodcast app.