Oil Is Moving Higher and Energy Stocks are Surging, But These Ideas Have Lagged - For Now
While some Bison Insights ideas are soaring and much of the sector is rerating, two ideas are lagging for now, while trading at compelling valuations with catalysts.
Oil stocks have rallied over the past several weeks as crude prices have strengthened, and the Bison Insights ideas have participated meaningfully in that move and largely outperformed the broader energy index:
Oil prices have been strengthening due to rising tensions between the U.S. and Iran, and also likely because actual OPEC+ production appears to be declining despite official quotas remaining in place, suggesting the group may have significantly less spare capacity than previously assumed by the market:
In the midst of this upward move in oil prices and related equities, I’ve been asked repeatedly what I am finding compelling here.
In this article, I’m focusing on two Bison Insights ideas that have not moved as much yet, Idea #5 and Idea #8. These two stocks have lagged the broader group despite offering significant upside with upcoming catalysts. Below, I provide an update on both and explain the core value drivers of my investment theses.
Disclaimer: This is for informational and educational purposes only. This is not an offer, solicitation, or investment recommendation. Please consult an advisor and do your own diligence. Past performance may not repeat itself.
