Energy Investments: Balancing Risks, Opportunities, Policies, and Politics

In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by Grayson Waechter, CFA®, TriCert Investment Counsel Portfolio Manager specializing in the energy sector. Together, they discuss the state of the oil and gas industry, focusing on the benefits of international diversification with investments in Shell, Exxon, and Chevron.

Grayson discusses the performance of oil and pipeline companies' stocks, which have seen significant gains this year. The increase in stock prices is attributed to healthy margins, dividend expansions, and interest rate cuts, which have driven demand for investments with stable dividend yields.

The discussion covers the impact of U.S. election results, specifically Trump's return, on energy policy and market expectations. Grayson noted that federal support for oil projects could increase, but state-level resistance might still pose challenges.

Recorded on November 13, 2024

 

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