
Ep 167: Matt Caruso: Managing Expected Returns
Investing With IBD
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The Long Term Road for Energy
Is there a concern, you know, for people that maybe are just kind of catching on? Has the train already left the station? Is there more room for this Iran? Do you think? So I think it depends your timeframe. But one, if you just look at what the weight is of energy in the S&P versus what it's been historically, it's very, very low. At the same time, there's some companies like the Von Energy DVN and they're yielding almost 8%, maybe a bit less now, 6.7,. The stocks moved up, so the yields come down. It doesn't happen very often that investors and growth investors become together.
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