I came across this nice chart yesterday that shows us that the energy sector is the cheapest sector relative to profitability. It also generates the largest amount of cashe. Healthcare doesn't look bad either.
Who's your energy rep? Mine is $OXY.
Osobní pohled člena komunity, ne investiční doporučení. Pravidla komunity
MD
For me also $OXY but I'm considering slowly retreating from it and that it will become the main either $CVX or $XOM because although Buffett has a lot in OXY, but his position is something different than for us, for me the company goes long sideways only and dividends not much, so I'm considering whether to still invest in it.
RR
It's a fact that even I would probably choose a different title if it weren't for Buffett. But you have to take into account the buybacks, which at the current rate are about 5.8% of earnings per year. You have to tax dividends, not this. I also like how they are working with debt.
