Opinions
Peter Brieger
iShares S&P Glb Energy E.T.F.
IXC-N
TRADE
Feb 20, 2006
Growth in China and India could help it do well.
$99.440
Stock price when the opinion was issued
Oil and Gas (Integrated Oils)
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Basket of large-cap global energy names. Energy sector is underinvested, and this presents a contrarian opportunity. Improving global demand for oil and gas, diminished supplies, draw down on inventories, predictions of a colder winter ahead. These large caps have strong balance sheets, strong free cashflow, more disciplined. Rising inflation bodes well.
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Continues to think energy space will outperform.
50% of IXC allocated to USA market, with remainder in international/Canada markets.
Geopolitical issues will not affect price of oil/natural gas in the long term.
Believes capital allocation in energy has improved.
Share prices not reflecting value of companies.
Rising interest rates are a good thing for energy.
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Will continue to hold shares.
Believes energy sector very strong.
Expecting further growth in the energy space.
Global demand for energy is outpacing supply.
SPR has not been refilled quick enough.
Return of capital to shareholders very attractive.
Oil and Gas (Integrated Oils)