Oil Tanker Oil Stocks

Let’s Talk About Investing in Oil Stocks and the Oil Majors

I’ve received a significant number of requests over the past few months asking that I discuss what is happening with oil, natural gas, pipeline, and refining companies; to explain how I look at the situation and the sorts of things Aaron and I discuss when we’re allocating our own capital or the capital of those who have entrusted their assets to us. It’s a big topic with a lot of niche considerations but I want to take some time today to address the oil majors; the handful of mega-capitalization behemoths such as ExxonMobil, Chevron, Royal Dutch Shell, Total, ConocoPhillips / Phillips 66, and BP.

Sample Dummy Portfolio for Look Through Earnings and Dividends Page 1

How to Remain Detached from the Stock Market and Treat Your Investments Like Private Businesses

When I was much younger, I kept seeing Benjamin Graham’s famous allegory called Mr. Market mentioned by great economists, investors, and financial historians.  I bought a copy of The Intelligent Investor to figure out why everyone was so enthralled with a book that was as old as my grandparents.  It made so much sense that I immediately…