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Capitalizing Big-Time on Energy Rebound
Contributed Opinion

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Chris Temple Chris Temple of The National Investor takes a look at current movements in the energy sector and one company he believes should be on your radar.

Now I want to share a couple of very telling tidbits about energy . . . as well as my latest company interview of one of THE most solid stories in energy services you'll ever find.

Last night as I was trolling around Twitter (or now just "X" ?!?) and such, I ran across the above posted by Lyn Alden. We've all shared this and similar charts that really tell the big-picture story of global energy demand.

And that big picture is that policymakers offering pie-in-the-sky political and ideological "solutions" for energy, de-carbonization, and the like miss the fact that from whatever sources it comes from, energy needs globally have been going parabolic for years.

And in this context, almost everything is in short supply; some things perilously so.

An aggressive "all of the above" energy policy such as that pursued for a while by the Trump Administration and its woefully underrated D.O.E. Secretaries Rick Perry and Dan Brouillette is what is needed, and this includes rejuvenated oil and gas sectors.

It may not be necessarily and sufficiently "aggressive" until administrations in both the U.S. and Canada are replaced, but it's now clear that "Old Energy" is making a needed comeback in both countries to help fill the ever-rising demand for energy.

Underscoring just how much-maligned fossil fuel companies are needed more than ever, a BIG news item last week featured the appointment of Saudi Aramco head Amin Nasser to the board of BlackRock. This was noteworthy — and this news brought both gasps and howls of sarcastic, derisive laughter — given that BlackRock's own head Larry Fink had established himself for so long as an "ESG scold."

Reality check . . . check. Looks like we need those dirty fossil fuels for a while, after all.

Enterprise Group Inc. (E:TSX.V)

As I opined in my last visit with Mike Fox of The Prospector News (we'll be visiting again this week's end post-central bank moves; that discussion should be out over the weekend), perhaps my single-favorite theme of the next few years is Canadian resources . . . and specifically, Canadian energy.

And I dare you to find a more fundamentally solid story than energy/industrial services company Enterprise Group Inc. (E:TSX.V), whose Senior V.P. Des O'Kell I just caught up with for THIS VIDEO DISCUSSION.

Still selling for only about 60% or so of its book value, even after more than doubling from its low of a couple of years ago, Enterprise is only just beginning its own secular recovery.

And the big picture that is ever more favorable for energy is more so for this diverse and solid company, as you will glean from Des' and my visit.

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Important Disclosures:

  1. Chris Temple: I, or members of my immediate household or family, own securities of: Enterprise Group Inc. I determined which companies would be included in this article based on my research and understanding of the sector.
  2. Statements and opinions expressed are the opinions of the author and not of Streetwise Reports or its officers. The author is wholly responsible for the validity of the statements. The author was not paid by Streetwise Reports for this article. Streetwise Reports was not paid by the author to publish or syndicate this article. Streetwise Reports requires contributing authors to disclose any shareholdings in, or economic relationships with, companies that they write about. Streetwise Reports relies upon the authors to accurately provide this information and Streetwise Reports has no means of verifying its accuracy.
  3.  This article does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. This article is not a solicitation for investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company.

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Chris Temple Disclosures: 

The National Investor is published and is e-mailed to subscribers from [email protected]. The Editor/Publisher, Christopher L. Temple may be personally addressed at this address, or at our physical address, which is: National Investor Publishing, P.O. Box 1257, Saint Augustine, FL 32085. The Internet web site can be accessed at Subscription Rates: $275 for 1 year, $475 for two years for "full service" membership (twice-monthly newsletter, Special Reports and between-issues e-mail alerts and commentaries.) Trial Rate: $75 for a one-time, 3-month full-service trial. Current sample may be obtained upon request (for first-time inquirers ONLY.) The information contained herein is conscientiously compiled and is correct and accurate to the best of the Editor’s knowledge. Commentary, opinion, suggestions and recommendations are of a general nature that are collectively deemed to be of potential interest and value to readers/investors. Opinions that are expressed herein are subject to change without notice, though our best efforts will be made to convey such changed opinions to then-current paid subscribers. We take due care to properly represent and to transcribe accurately any quotes, attributions or comments of others. No opinions or recommendations can be guaranteed. The Editor may have positions in some securities discussed. Subscribers are encouraged to investigate any situation or recommendation further before investing. The Editor receives no undisclosed kickbacks, fees, commissions, gratuities, honoraria or other emoluments from any companies, brokers or vendors discussed herein in exchange for his recommendation of them.

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