Name: 2020年に割安な石油株を買う前に知っておくべき10のこと (10 Things To Know Before Buying Undervalued Oil Stocks in 2020)
Uploaded: 2021-01-14T09:22:22.000Z
Duration: 19 min 37 s
Description: VoiceTubeの動画で発音を聞きながら英語表現を覚えよう！学べる英語：

One of the overwhelming requests I got in a video and I said, OK, let me know.

程度の副詞

What you want me to analyze were to analyze oil stocks and let me give you just welcomes razor investment thesis on this.

When you invest with thin sectors with tail winds, even if you make mistakes, those might get corrected by the structural tailwind.

Oil has a lot of headwinds, so you must be very, very careful when you invest in oil stocks.

Unlock a natural gas stocks, but the price earnings ratio I bought was free.

In any case, I've made an analysis off the oil sector fundamentals, the companies that most the critical issues.

And I really think if you're invested in or think about that, this will be a really, really valuable video.

Also for sector analysis, stock analysis subscribe to this channel and click that notification bell.

So let's start with 10 key things You must know before investing in oil stocks from the bull bear cases how to invest went to invest.

What are the forces that work in the field and what you have to keep in mind.

What you have to keep in mind to make low risk, high reward investments.

Let's start with this report that I have published on my stock market research platform, and I think it will really be interested also for those who are not subscribe to my stock market research platform.

If you want to check more about that, please check the links in the description below.

So there was an overwhelming request to look at oil stocks.

When it comes to oil is the following, most of us still use it on a daily basis as the number of electrical cars on the road is still minimal and slowly gaining traction.

But sentiment related to climate change emissions oil, fossil fuels, laws, et cetera is strongly turning against oil, and therefore there might be a structure shift ahead, and that's the risk reward.

You have to see what will be the impact of that structural shift ahead, and that's something very important because you don't want to end up like those that invested in horse farms in the United States, the number of horses went down, what, 80 85% over 60 years?

To invest in similarly toe use something more contemporary.

Cole, if we look at Cole, has reached Speak goal in 2014 demand but off already the investments.

Cole is down 80% since 2011 as the structural er had.

Winds prevail and mistakes easily compound and you lose a lot of money.

That's the risk reward, and that's the risk reward.

We have to also be careful when it comes to oil.

It probably will not be like cold, but we have to look for potential oversupply, the supply and demand in the sector, how that fits a specific investment.

Put that into perspective and then something very important.

OK, we see a structure or shift, but those that are in the industry don't see CEO there.

In Woods from the Q four earnings conference call off, Exxon said, We know the man will continue to grow, driven by rising population, economic growth and higher standards off living, and they're preparing so all the stocks that I looked, the investor print presentations, all our prepaying for growth, growth, growth, growth, growth.

But when you're investing you have to be investing away that if you're wrong, you lose little or you don't lose.

If you're right, you make a lot off money.

If they're wrong, they will lose a lot of money.

Also, when it comes to investing, we don't know the future, but we can estimate risk and reward.

So what's the current situation with oil?

Well later discussed The longer term situation We have the Corona virus virus.

China is current ING shutdown declining and oil is consequently also falling.

That range will seek our develops over time, but it shows how weak oil prices are.

And then we have to compare the potential oil prices against the structure headwinds that might or might not come in relation to water.

The company's projecting and we have already seen a structure or shift when it comes to oil.

2014 prices above 100 Goldman Sachs projecting 200 oil.

But then oversupply from shale oil and bomb.

We're down to an average of 50 over the past year.

There will always be absent downs when it comes to oil.

Morgan, oil prices will always fluctuate.

Then we look at the forecast for the sector, and the U.

S Energy Information Administration is neutral, and most analysts are so neutral they don't expect any shocks.

Because if you're an analyst and you expect the shock, if you're wrong, you get fired if you are wrong and everybody else was wrong with you.

Nobody predicts a shock, but there is a shock.

So keep that in mind when analyzing and reading reports from institutions and other parties related parties, so takeaway is okay.

But in order to lower your risk and increase your return, you need to focus on the fundamentals.

Whatever the price is, whether the production cost is something we'll discuss now, most agencies also always wrong in predictions.

If we look at what that was predicted over time, 2018 prediction was 60.

Then it went up to 80 then now again between 60 and 80.

Now the predictions will probably be around 50.

But then nobody knows if we look at this great chart from Mackenzie, they say if the man stays stable 60 to 70 oil price per barrel If there is sluggish demand Gross.

If there is structural shift that comes earlier below 50 to 40.

But if there is a supply gaps, then we are at 90.

So they even don't know what will happen.

You have to invest if you want low risk, then you buy a producer that makes money no matter what.

No matter when was the price that is on the first quarter off the cost curve and then you see okay, whatever happens, I make my dividends.

Even if we see oil at 40 due to technology disruption and then on the predictions, we have to see OK, who is going to take market share from oil?

Road transport cars are consuming less and less.

Even electrical cars are consuming less chemicals used less black sticks more recycling.

Aviation planes are consuming less and less, even if there is more and more aviation.

My Marine Marine transport might also contract and who loses the most loses the most exposed.

The highest producer with highest marginal costs, which is shale oil and deep water offshore producer.

So if you have the company that invest in such projects, no, it's risky.

If oil prices goto 80 90 their margins will explode and stock prices will explode.

But if oil prices stick to 50 those might go bankrupt.

The stock not the oil Well, because somebody else.

If went, things go bankrupt, the well gets taken over and then starts producing again when it's profitable to do so.

So that's very interesting in how things work on B coil, will it be 2040 a.