Oil: A Once-in-a-Generation Investment Opportunity?

Contrarian fund managers are bullish on the outlook for oil companies. We run down the investment case and pick out a few stocks and funds to play the sector

David Brenchley 25 January, 2018 | 9:35AM
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BP and Shell have high yields, but are they sustainable?

As the oil price continues its unlikely comeback, so too has the investment case for the commodity.

It’s billed by many as the ultimate contrarian call; a sector that is deeply unloved these days. But there may now be enough fund managers bullish on the prospects for oil and the companies involved in its production to dampen that claim somewhat.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Aberdeen Standard Equity Inc Trust Ord325.41 GBP-3.44Rating
BP PLC304.65 GBP0.00Rating
Cimarex Energy Co77.76 USD0.00
EdenTree Responsible and Sust Glbl Eq B376.10 GBP0.08Rating
EOG Resources Inc74.25 USD0.00Rating
Guinness Global Energy Y GBP Acc7.35 GBP-0.44Rating
HL Select UK Income Shares A Acc116.68 GBP0.22Rating
iShares Core FTSE 100 ETF GBP Dist674.29 GBP-0.91Rating
M&G Global Dividend GBP I Acc419.78 GBP-0.20Rating
Orbis OEIC Global Balanced Standard16.57 GBP0.01Rating
PDC Energy Inc44.05 USD0.00
Pembina Pipeline Corp40.08 CAD0.00Rating
Pioneer Natural Resources Co157.05 USD0.00Rating
Royal Dutch Shell PLC B1,445.80 GBP0.00Rating
Schlumberger Ltd28.31 USD0.00Rating
Victrex PLC2,484.00 GBP0.00Rating

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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