With Todd Sullivan, ValuePlays.com
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Todd Sullivan of ValuePlays.com joins the podcast to discuss his long term bullish views on oil.
The guest also provides his favorite stocks — all portfolio holdings of his — for investors to take advantage of this trend.
Big picture elements of supply, demand, and infrastructure that are driving the long term bull case for oil (2:50);
What about the potential for an economic slowdown in the U.S. and more importantly China? How might that impact things? (7:39);
- Background on the guest and how he turned his passion as a blogger and investor into his current position (11:17);
- The three energy names he really likes right now (18:51);
Energy has been unpopular for some time and people are under the illusion that gas and oil are going away. “Nothing could be further from the truth.” (25:28);
Why transport companies are more of a pure-play on energy prices than drillers (29:30);
$100/barrel oil is a “realistic scenario” and prices could stay high after that as the macro outlook remains constructive (37:17);
- The bullish outlook for the cannabis industry in the U.S. — this will be the topic of a future episode (42:49).
More Information on the Guest
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