rollandthomas 3Speak Podcast: Recent Episodes
rollandthomas
Listen and watch the latest videos from rollandthomas. Hosted by 3Speak.tv. The free speech video platform on the HIVE blockchain.
https://3speak.tv/watch?v=rollandthomas/jzuuteev
After oil prices rose to multiyear highs in the mid-$70s per barrel earlier this summer, they have hung in the high $60s in August so far as the resurgent coronavirus spurs international travel restrictions while the number of people receiving vaccinations steadily rises. Oil prices are likely to remain stable while the global economy recovers amid the global pandemic, says Rob Thummel, senior portfolio manager at TortoiseEcofin in Overland Park, Kansas.
Taking into account the lack of clear direction for oil and the intensifying push to combat climate change, here are seven valuable energy stocks to add to a portfolio.
BP plc (BP)
BP, an energy behemoth that owns a large portfolio of renewable assets, provides a 5.2% dividend yield. The company agreed to acquire 9 gigawatts of U.S. solar development projects from developer 7X Energy in June. This acquisition would increase the company's renewables pipeline from 14 GW to 23 GW. BP also owns offshore wind interests in the U.S. and U.K. and plans to develop 50 GW of renewable generating capacity by 2030. BP generates one of the best production outlooks of international oil companies, and the stock could generate returns of 7.2% in 2021 and 10.1% in 2022 with crude oil prices at $70 per barrel, Underhill says.
Source: https://finance.yahoo.com/news/10-best-energy-stocks-buy-191617467.html
https://3speak.tv/watch?v=rollandthomas/pvtiagwr
After oil prices rose to multiyear highs in the mid-$70s per barrel earlier this summer, they have hung in the high $60s in August so far as the resurgent coronavirus spurs international travel restrictions while the number of people receiving vaccinations steadily rises. Oil prices are likely to remain stable while the global economy recovers amid the global pandemic, says Rob Thummel, senior portfolio manager at TortoiseEcofin in Overland Park, Kansas.
Taking into account the lack of clear direction for oil and the intensifying push to combat climate change, here are seven valuable energy stocks to add to a portfolio.
Chevron Corp. (CVX)
Chevron is intent on remaining a traditional oil company and provides a generous dividend yield of 5.3%. Chevron plans to allocate $3 billion to technology during the next seven years to eliminate harmful emissions from its operations. In October 2020, the oil behemoth acquired Noble Energy, another oil producer, in a $13 billion deal including debt. Chevron is a classic value stock that an investor could add to a portfolio, says Robert Johnson, a finance professor at Creighton University's Heider College of Business. Berkshire Hathaway's (BRK.A, BRK.B) stake in CVX fell to 23.6 million shares in 2021.
Source: https://finance.yahoo.com/news/10-best-energy-stocks-buy-191617467.html
https://3speak.tv/watch?v=rollandthomas/khmwcabz
After oil prices rose to multiyear highs in the mid-$70s per barrel earlier this summer, they have hung in the high $60s in August so far as the resurgent coronavirus spurs international travel restrictions while the number of people receiving vaccinations steadily rises. Oil prices are likely to remain stable while the global economy recovers amid the global pandemic, says Rob Thummel, senior portfolio manager at TortoiseEcofin in Overland Park, Kansas.
Taking into account the lack of clear direction for oil and the intensifying push to combat climate change, here are seven valuable energy stocks to add to a portfolio.
MPLX LP (MPLX)
MPLX LP, a midstream energy logistics firm that transports and stores gas and refined petroleum products, is a large-cap MLP formed by Marathon Petroleum Corp. (MPC) The dividend yield is 10.1% as of Aug. 10. The company reported second-quarter net income of $706 million, compared to net income of $648 million for the second quarter of 2020. Its management team is well run and has bought back units from the partnership's excess cash flow since 2020, Thummel says.
Source: https://finance.yahoo.com/news/10-best-energy-stocks-buy-191617467.html
https://3speak.tv/watch?v=rollandthomas/vgvixkqf
After oil prices rose to multiyear highs in the mid-$70s per barrel earlier this summer, they have hung in the high $60s in August so far as the resurgent coronavirus spurs international travel restrictions while the number of people receiving vaccinations steadily rises. Oil prices are likely to remain stable while the global economy recovers amid the global pandemic, says Rob Thummel, senior portfolio manager at TortoiseEcofin in Overland Park, Kansas.
Taking into account the lack of clear direction for oil and the intensifying push to combat climate change, here are seven valuable energy stocks to add to a portfolio.
NRG Energy Inc. (NRG)
NRG Energy, the Houston-based electricity company, reported second-quarter net income of $1.1 billion, compared to a loss of $82 million during the first quarter, which included massive losses from the blackout in Texas caused by a February storm. The company offers a dividend yield of 3%, and its cash flow is expected to continue to improve since the setback in February, says Michael Underhill, chief investment officer of Capital Innovations in Pewaukee, Wisconsin. Over a longer period, the company's stock could trade closer to the consumer staples or telecom sectors than to traditional independent power producers, he says. The price target of the stock is $57, "which implies (significant) upside from the current price and is one of our largest holdings for our institutional client accounts," Underhill says. NRG finished the trading day Aug. 9 at $43.89.
Source: https://finance.yahoo.com/news/10-best-energy-stocks-buy-191617467.html
https://3speak.tv/watch?v=rollandthomas/hruwxcjf
After oil prices rose to multiyear highs in the mid-$70s per barrel earlier this summer, they have hung in the high $60s in August so far as the resurgent coronavirus spurs international travel restrictions while the number of people receiving vaccinations steadily rises. Oil prices are likely to remain stable while the global economy recovers amid the global pandemic, says Rob Thummel, senior portfolio manager at TortoiseEcofin in Overland Park, Kansas.
Taking into account the lack of clear direction for oil and the intensifying push to combat climate change, here are seven valuable energy stocks to add to a portfolio.
Western Midstream Partners LP (WES)
Western Midstream Partners is a master limited partnership, or MLP, with assets in New Mexico, the Rocky Mountains, Pennsylvania and Texas. The partnership provides investors with a 6.9% dividend yield. Investors are drawn to MLPs with a high free-cash-flow yield, which can result in lowering debt levels, increasing dividends and buying back stock. Energy companies tightened their capital spending budgets, and many have double-digit free cash flow yields, compared to the 5% free cash flow yield of S&P 500 companies, Thummel says. These free cash flow yields are estimated to increase in 2022, he adds.
Source: https://finance.yahoo.com/news/10-best-energy-stocks-buy-191617467.html
https://3speak.tv/watch?v=rollandthomas/kthqxbjz
After oil prices rose to multiyear highs in the mid-$70s per barrel earlier this summer, they have hung in the high $60s in August so far as the resurgent coronavirus spurs international travel restrictions while the number of people receiving vaccinations steadily rises. Oil prices are likely to remain stable while the global economy recovers amid the global pandemic, says Rob Thummel, senior portfolio manager at TortoiseEcofin in Overland Park, Kansas.
Taking into account the lack of clear direction for oil and the intensifying push to combat climate change, here are seven valuable energy stocks to add to a portfolio.
Cheniere Energy Inc. (ticker: LNG)
Cheniere Energy operates facilities that liquefy natural gas to be loaded onto ships and transported globally. As the largest liquefied natural gas, or LNG, operator in the U.S., Cheniere Energy remains a favorite, Thummel says. "The U.S. has a real opportunity to be a global leader in liquefied natural gas," he says. "The U.S. could be the largest LNG provider in the world by the middle of the decade." The stock market is undervaluing the steady, fee-based nature of the company. "This model was tested during the pandemic, and the company delivered a steady, growing stream of cash flow," Thummel says. "As the company increases free cash flow generated to pay down debt and establish a dividend, the market will begin to better appreciate the potential of Cheniere."
Source: https://finance.yahoo.com/news/10-best-energy-stocks-buy-191617467.html
https://3speak.tv/watch?v=rollandthomas/qagnbbgt
ARK Invest CEO Cathie Wood turned heads last year after the breakthrough performance of the money manager's exchange-traded funds. This year has proven a bit more challenging, but volatility in some of her favorite names is creating buying opportunities.
A third stock that Wood added to Tuesday was Etsy. The online marketplace for arts and crafts was a superstar last year. Folks stuck at home discovered the joys of the side hustle in creating artsy merchandise. Shoppers looking for unique face coverings as COVID-19 protection turned to Etsy.
The comparisons will get challenging now, and that could be why the stock took a 12% hit through the final two trading days of last week after the company posted mixed financial results. Revenue growth slowed to 23% on a mere 13% rise in gross merchandise sales, but that was actually just ahead of analyst expectations. The real dagger in last week's report was guidance, with Etsy forecasting a sequential dip in revenue that fell well short of Wall Street's target.
Etsy has already made back roughly half of last week's hit, but it's still a dinner bell for Wood. The online marketplace isn't going away anytime soon, and the pandemic only helped it speed up the number of buyers and sellers that are now comfortable on the platform.
Source: https://www.fool.com/investing/2021/08/11/cathie-wood-goes-bargain-hunting-3-stocks-she-just/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article
https://3speak.tv/watch?v=rollandthomas/qwxhzqhg
ARK Invest CEO Cathie Wood turned heads last year after the breakthrough performance of the money manager's exchange-traded funds. This year has proven a bit more challenging, but volatility in some of her favorite names is creating buying opportunities.
The real estate market is booming, and Zillow Group came through with a 70% year-over-year increase in revenue in last week's second-quarter report. A return to its home-flipping Zillow Offers platform played an important part in the recovery, but the 70% growth there was matched by a 70% uptick for the balance of the business.
Zillow has never been more popular, with 229 million monthly unique visitors across all of its platforms. Zillow Offers continues to lose money, but its flagship business -- the internet, media, and technology segment -- is more than bailing the home-flipping initiative out.
Source: https://www.fool.com/investing/2021/08/11/cathie-wood-goes-bargain-hunting-3-stocks-she-just/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article
https://3speak.tv/watch?v=rollandthomas/cgnuvvmu
ARK Invest CEO Cathie Wood turned heads last year after the breakthrough performance of the money manager's exchange-traded funds. This year has proven a bit more challenging, but volatility in some of her favorite names is creating buying opportunities.
We love sports, and we tend to overestimate our ability to predict outcomes of games and individual performances. DraftKings is cashing in as a leader in fantasy sports and now traditional wagering.
Growth has been stellar here. Revenue soared 320% in last week's second quarter, accelerating from the 253% year-over-year top-line pop it posted for the first quarter. Monthly unique payers on the DraftKings platform have soared 281% over the past year, and it continues to strike new deals with networks, leagues, and individual teams to make sure the brand is prominent in the sports world.
Despite DraftKings' growth and its dominant position, the stock is still trading 30% below its springtime highs. With DraftKings raising its guidance last week and making another smart acquisition earlier this week you can't blame Wood for placing some more chips on her DraftKings bet.
Source: https://www.fool.com/investing/2021/08/11/cathie-wood-goes-bargain-hunting-3-stocks-she-just/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article
https://3speak.tv/watch?v=rollandthomas/eqzwlbml
Kevin sat down with Anthony "Pomp" Pompliano to discuss, crypto, bitcoin and defi recently. Kevin met Pomp several years ago on CNBC which Pomp told Kevin that he had 50% of his net worth in Bitcoin. Kevin said he was fucking crazy. But as much as Kevin was berating Bitcoin, in 2017, he started buying some Bitcoin and Ethereum.
What interests Kevin the most right now is DeFi. Now that he has an allocation to crypto, Kevin
is saying why not take a portion of the assets and wrap it into the Ethereum chain and start making some interest.
Kevin's team is starting to talk about cryptos weekly and it's to the point that he invested in a company that does commercialized DeFi, called D Five Ventures. The funny thing is Kevin is only looking for 5 to 8% yield...probably because he's not getting jack on his gold position, it's actually costing him money because he has to store it.
Kevin is no dummy...not only is he getting into the space, but he wants a piece of the space...to make money...when others like him give their money to him and is D Five Ventures for yield.
Source: https://www.youtube.com/c/AnthonyPompliano/videos
https://3speak.tv/watch?v=rollandthomas/fzbnlwzv
Kevin O'Leary is a businessman and television personality. Kevin aka Mr. Wonderful is known for his many yeas on Shark Tank, but he actually he appeared on various Canadian television shows from 2004 to 2014.
Kevin founded SoftKey, which was later sold to Mattel in 1999 for over $4 billion. Kevin eventually founded O'Leary Ventures, as a means to invest in start up companies. In 2008, Kevin co-founded the O'Leary Funds and in launched an actually ETF.
A couple of years ago, during a interview with CNBC, Kevin said that bitcoin was a useless currency, since people accepting it want to hedge against its volatility.
But times have changes. Kevin sat down with Anthony "Pomp" Pompliano to discuss, crypto, bitcoin and defi recently. Kevin met Pomp several years ago on CNBC which Pomp told Kevin that he had 50% of his net worth in Bitcoin. Kevin said he was fucking crazy. But as much as Kevin was berating Bitcoin, in 2017, he started buying some Bitcoin and Ethereum.
Kevin met Pomp several years ago on CNBC which Pomp told Kevin that he had 50% of his net worth in Bitcoin. Kevin said he was fucking crazy. But as much as Kevin was berating Bitcoin, in 2017, he started buying some Bitcoin and Ethereum behind closed doors. So why is Kevin starting to be vocal about cryptos now, eight months ago when the Swiss regulator, the French regulator, the German, the New Zealand, Britain, Switzerland and Canada started approving crypto related ETFs.
Source: https://www.youtube.com/c/AnthonyPompliano/videos
https://3speak.tv/watch?v=rollandthomas/mtkwhhbh
So yesterday, I was called out by Onealfa about me 100% Self Voting. I 100% Self Vote with the goal of giving the money away. This was always the goal, even before Leofinance, Hive or Steem existed. It's why I got into investing, to take care of those around me, financially. Leofinance is helping to make that a reality for me and made me realize, I could impact lives near and far. I'm blessed to live the life I do and the least thing I can do at this point in my life is to help others financially. COVID-19 has only widened the wealth gap...I see it everyday. There are people struggling over all the world that need help. Taskmaster says it best, we are witnessing the greatest wealth transfer in our lives. The question is what are you going to do with that money or what are you going to do with that money now?
So, I agree with Onealfa, 100% Self Voting my votes is crazy, self-centered, greedy perhaps. Onealfa only did what he did to protect the community, which I totally respect, so we are on the same page in that regard. But don't judge a person, until you know the WHY. Some people Self Vote because that's a feature people are choosing to use on the platform. Some people Self Vote because they get no love from the Community. Some people self vote because they need the income. Some people self vote because they want to get paid for their time and effort. Some people Self Vote because they are using Leofinance as a tool to help others.
When I told my wife how I was giving money away months ago, she got upset and said we would use that money. And she is absolutely right, we could use that money as we don't live a posh lifestyle. But I told her, I do what I do because a $1 goes so much further and impacts people so much more outside the US.
So now everyone knows the WHY...it's all part of the mission...good, bad or indifferent.
https://3speak.tv/watch?v=rollandthomas/qindoton
This is video is a continuation of my Bitcoin price action analysis from yesterday. It's been fun tracking whether my zone played out or not...it's one of the reasons why I post on Leofinance...to journalize my trade set-ups in an effort to become a better trader/investor.
MY TRADING METHODOLOGY IN A NUTSHELL BELOW
I’m a supply and demand trader. The premise of supply and demand trading is when the market makes a sharp move up or down the large institutions i.e banks/hedge funds are not able to get their entire trade placed into the market, leaving pending orders to buy or sell at the zone with the expectation the market will return to the zone and the rest of their trading position will be filled.
I use multiple time frame (MTF) analysis to improve my discretionary trading decisions. MTF analysis involves analyzing the same asset on multiple time frames. The rule of thumb when using MFT is you want your charts to scale down/up by 4X – 6X. In my case I tend to look at:
Monthly Charts (curve time frame) – which represents that jet fighter flying over the football stadium.
Weekly Charts (trend time frame) – which represents the concession stands looking down at the field.
Daily Charts (entry time frame) – which represents being on the football field with the player.
4 Hr Charts (entry time frame) – which represents the center hiking the ball to the quarterback.
This post is my personal opinion. I’m not a financial advisor, this isn't financial advise. Do your own research before making investment decisions.
https://3speak.tv/watch?v=rollandthomas/dmiociaw
I keep hearing about these economy reopening trades. For example, as the economy openings up again, people are going to want to travel and take vacations, so that's bullish for airlines and cruise ship companies.
Over the past 12 months the savings rate has soared because people can't go out and spend their money. An article I came across yesterday talked about the best REITs to buy. In this video I talk about the article and go to the charts to explain why I think there are better opportunities out there.
https://www.thestreet.com/investing/best-reits-to-buy-for-2021?puc=yahoo&cm_ven=YAHOO
https://finance.yahoo.com/news/mall-values-plunge-60-reappraisals-161950725.html
https://leofinance.io/@rollandthomas/spdr-sector-relative-strength-analysis-report-for-week-starting-2-29-21
MY TRADING METHODOLOGY IN A NUTSHELL BELOW
I’m a supply and demand trader. The premise of supply and demand trading is when the market makes a sharp move up or down the large institutions i.e banks/hedge funds are not able to get their entire trade placed into the market, leaving pending orders to buy or sell at the zone with the expectation the market will return to the zone and the rest of their trading position will be filled.
I use multiple time frame (MTF) analysis to improve my discretionary trading decisions. MTF analysis involves analyzing the same asset on multiple time frames. The rule of thumb when using MFT is you want your charts to scale down/up by 4X – 6X. In my case I tend to look at:
Monthly Charts (curve time frame) – which represents that jet fighter flying over the football stadium.
Weekly Charts (trend time frame) – which represents the concession stands looking down at the field.
Daily Charts (entry time frame) – which represents being on the football field with the player.
4 Hr Charts (entry time frame) – which represents the center hiking the ball to the quarterback.
This post is my personal opinion. I’m not a financial advisor, this isn't financial advise. Do your own research before making investment decisions.
https://3speak.tv/watch?v=rollandthomas/pohcnqal
I'm going to ignore all the bullish news right about now and just assess price action. However, I'm going to pick up from my last analysis which was just two days ago.
MY TRADING METHODOLOGY IN A NUTSHELL BELOW
I’m a supply and demand trader. The premise of supply and demand trading is when the market makes a sharp move up or down the large institutions i.e banks/hedge funds are not able to get their entire trade placed into the market, leaving pending orders to buy or sell at the zone with the expectation the market will return to the zone and the rest of their trading position will be filled.
I use multiple time frame (MTF) analysis to improve my discretionary trading decisions. MTF analysis involves analyzing the same asset on multiple time frames. The rule of thumb when using MFT is you want your charts to scale down/up by 4X – 6X. In my case I tend to look at:
Monthly Charts (curve time frame) – which represents that jet fighter flying over the football stadium.
Weekly Charts (trend time frame) – which represents the concession stands looking down at the field.
Daily Charts (entry time frame) – which represents being on the football field with the player.
4 Hr Charts (entry time frame) – which represents the center hiking the ball to the quarterback.
This post is my personal opinion. I’m not a financial advisor, this isn't financial advise. Do your own research before making investment decisions.