Summer Energy Forecast With Jay Hatfield Portfolio Manager $AMZA
Hey Subscriber,
I asked Jay Hatfield the portfolio manager for $AMZA (which we initially bought on April 6, 2020, for $4.66 which is now up an astonishing 470% from the Pandemic Market Crash bottom) to give us his forecast for energy prices and how high he thinks oil and natural gas prices and dividends can run through January 2022.
Jay was right on the money with his $100 oil call for early 2022--and now with the entire Western world "DeRussiafying" their energy supplies and strategy, we both see a strong bid for oil and natural gas (me stronger on natural gas) as nat gas demand is much stronger than usual (as we get into the normal natural gas storage cycle for the coming winter) and nat gas has become a global energy security issue after becoming weaponized by Vladdy Putin.
Key Point: US nat gas production is basically capped today at 2% growth due to lack of 2 new pipelines voted down in the largest natural gas reserve in the world--America's Marcellus shale.
At the same time, natural gas prices in NATO Europe plus UK are 4X US prices... and the energy components of the market-cap-weighted SP 500 have come from just a 2% market cap weighting in 2021 to 6% and climbing!
Really key point: This market cap weighted "indexation" of the US stock market means when the bear market is over for tech stocks, the new money going into SP 500 as a percent of market cap weighting will create a self-fulfilling positive feedback loop for SP 500 energy stock prices into 2023!
Note: while our $XOP US Energy ETF is up 46% for us to date, our natural gas-heavy Ultra Income Portfolio (with dividends paid) has almost doubled our money--and it's only Memorial Day!
| I+ Growth Portfolio Returns 2022 To Date | |||
|---|---|---|---|
| Total Portfolio Cash Invested | $190,000. | ||
| Total Portfolio Gain/Loss to date ($$) | $158,349 | ||
| Total Percentage Gain 2022 | 86.34% | ||
| S&P 500 Return, Year to Date | -17.97% | ||
| SP 500 Outperformance 2022 (X) | 4.64X | ||
| Total Portfolio Returns 4/2020 to 5/22/22 | $290,321 | ||
| Total Percentage Gain 2020-2022 | 143.85% | ||
| S&P 500 Return, 4/2020 to 5/23/2002 | 21.54% | ||
| SP 500 Outperformance 2020 to Date | 7.1X | ||
NOTE: It is best to log into this event on your laptop, IPad or desktop PC
TOBIN SMITH/JAY HATFIELD ON ENERGY AND THE ECONOMY
Thursday, May 26,⋅1:15 – 2:00 pm West Coast Time/ 4:15 East Coast Time
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Location:https://us06web.zoom.us/j/89982011324?pwd=TEx4ekFRNWdsNzdwWmcxMGpzL1ZTdz09
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Your friend in ridiculously successful wealth-building (and preservation!)
Toby
PS--we are adding 5 new super-high dividends (like 20%+) shipping and natural gas E&P players to the buy list this Friday that you do NOT want to miss!