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Live from Houston

The Compound and Friends

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Energy Sector Free Cash Flow Yield Climbs a Lot

The low in March of 2020 for Apple was $53. Where is it today? It's at a buck 40. Let's do energy stocks. Last month marked the first time since 2006 that the S&P 500 energy sector is traded within 3% of a 12-month high while the price of oil fell more than 25%. So that part is unusual to see oil in that deep of a draw now with energy stocks doing well. And so I think you continue to see value investors as a space coming back to this hedge funds of increase or allocation.

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