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

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.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Aberdeen Standard Equity Inc Trust Ord266.00 GBP0.00
BP PLC311.00 GBP0.00
Cimarex Energy Co27.43 USD0.00
EdenTree Amity International B274.80 GBP0.04
EOG Resources Inc51.81 USD0.00
Guinness Global Energy X5.69 GBP-1.59
HL Select UK Income Shares A Acc95.38 GBP-0.21
iShares Core FTSE 100 ETF GBP Dist619.17 GBP1.69
M&G Global Dividend GBP I Acc313.56 GBP-0.09
Orbis OEIC Global Balanced Standard13.59 GBP-0.37
PDC Energy Inc13.25 USD0.00
Pembina Pipeline Corp34.67 CAD0.00
Pioneer Natural Resources Co92.91 USD0.00
Royal Dutch Shell PLC B1,250.20 GBP0.00
Schlumberger Ltd18.43 USD0.00
Victrex PLC1,992.00 GBP0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies