Financial Situation of Tobacco and Oil Companies, Lack of Major Oil Projects, and Changing Mindset on Petrochemicals

I am about to discuss a topic that, for reasons that are unclear to me, has been politicized: oil and gas. I am writing this as a pragmatic analyst who looks at two factors: supply and demand. After all, I am not hired by you (IMA clients) to come up with environmental policy but to grow your wealth.

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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

The post Our investments in oil and natural gas stocks – Ep 205 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.