This episode brought to you by StockMarketHats.com. Enter the code "contrarian" at checkout for a 10% discount!
To get episodes without ads or interruptions, and take advantage of a host of other benefits (including the Daily Contrarian briefing and podcast), consider joining our premium service. Prices start at $9/month. More information on our Substack and Supercast.
Todd Sullivan of ValuePlays.com joins the podcast to discuss his long term bullish views on oil. The guest also provides his favorite stocks -- all portfolio holdings of his -- for investors to take advantage of this trend.Content Highlights
(Spotify users can click on the timestamp to link to the start of the section directly)
Big picture elements of supply, demand, and infrastructure that are driving the long term bull case for oil (2:50);
What about the potential for an economic slowdown in the U.S. and more importantly China? How might that impact things? (7:39);
Background on the guest and how he turned his passion as a blogger and investor into his current position (11:17);
The three energy names he really likes right now (18:51);
Energy has been unpopular for some time and people are under the illusion that gas and oil are going away. "Nothing could be further from the truth." (25:28);
Why transport companies are more of a pure-play on energy prices than drillers (29:30);
$100/barrel oil is a "realistic scenario" and prices could stay high after that as the macro outlook remains constructive (37:17);
The bullish outlook for the cannabis industry in the U.S. -- this will be the topic of a future episode (42:49).
Subscribe to ValuePlays at the original rate (discount of 63% over current prices). The guest discusses specifics of the service starting at (32:04).