Deep Value in Oil and Gas

Not investment advice: First, read my full disclaimer here.

Here is a snapshot of the average trailing valuations for the four oil and gas producers we own. Very inexpensive, poised for growth and paying us over 15% in dividends.

Despite these incredible valuations - they are guiding to production growth of 80% from where they ended the previous year.

I’d take these investments even if I didn’t think we were on the verge of an energy crisis.

You can read my full thoughts here.

Let’s get into the investments.

Where we’ll look:

• Oil & gas producers (four profiles, all owned)

• Oil service (three profiles, two owned)

• Refiners (two profiles, one owned)

• Shippers (three profiles, two owned)

• Bonus: An inexpensive conglomerate with oil upside (1 profile, not owned)

Here is a summary of our holdings as a percent:

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