Energy Yields Up to 8.4% While Herd Chases Orinoco Pipe Dream

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Energy Yields Up to 8.4% While Herd Chases Orinoco Pipe Dream

Wall Street is treating Venezuela like the next “black gold” rush.

Nah—I don’t think so. Let me explain why and share my favorite US-based energy dividends up to 8.4%.

Vanilla investors are piling into the majors like Exxon Mobil (XOM) and Chevron (CVX), betting that regime change is a “buy” signal for anyone with a drill bit near Venezuela’s flush Orinoco Belt. But we careful contrarians know better. Energy infrastructure does not simply bounce back overnight. (Fictional TV “landman” Tommy Norris is not taking a plane south to instantly fix production with a few phone calls, hard lines and Michelob Ultras!)… Read more

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“Natty” Is Down Big. What Comes Next Is More Exciting.

We contrarians, we’re not ashamed to admit, make our big money dumpster diving for discarded dividends.

When vanilla investors toss trash, it is often our treasure!

I have a hunch this is unfolding in the natural gas market. Prices literally can’t go much lower, which means that eventually they must go higher. Check out this chart—prices are down by 80% in one year!

Nat Gas is Dirt Cheap 

“Natty” prices have fallen from roughly $9 per million British thermal units (MMBtus) to a little more than $2, flattened by unseasonably warm weather and months of dogged supply surplus. Reuters reported in February that “depletion so far this heating season has been around half the seasonal average for the last 10 years.”… Read more

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This 11% Dividend Stock Has 11%+ Upside, Too

What’s better than a safe 11% dividend? How about one with 11% upside or more, too!

Oil and gas stocks are in the midst of a multiyear bull market. China is about to reopen, which will reignite energy demand.

Which means the time to buy the dip in the black goo—especially dividend-paying energy stocks—is right now.

Let’s start with that 11% payer which also boasts a unique dividend distribution model.

A Twisted Path to Big Energy Dividends

Pioneer Natural Resources (PXD), a Texas-based oil exploration company that’s a pure player in the enormous Permian Basin, yields 11%.

Eleven percent!… Read more

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