NYSEARCA:XLE

Energy Select Sector SPDR Fund (XLE)

58.25
+0.86 (1.50%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
65 watching
0
COMMENT
XLE has large cap stocks in oil production area. It adds market beta to these names. Crude oil ETF only deals with crude. In the meltdown of oil, crude is still down when it is leveraged. DBO is not leveraged and is a good option for exposure. It also rolls contracts well to give exposure to general investors to oil.
BUY
The world is moving away from oil, but in the short term, there could be increased demand to supply. If oil is $60-$80, oil stocks are pretty cheap. Likes the sector to trade, but not for the long term. The biggest investors in green energy are these traditional energy companies.
SELL
He remains bearish oil and XLE.
SELL
He remains bearish oil and XLE.
COMMENT
Both the US and Canada governments are now less supportive of the energy sector overall. However, because of cut-back in capital expenditure, the reflation story is positive for the next year. Crude oil prices can climb to $50-$60. Ultimately, this will not be sustainable but you could be over-weight for the next 6-12 months.
PAST TOP PICK
(A Top Pick Apr 03/19, Down 4%) The supply demand case for energy is really quite strong but fundamentally investors are concerned about the future.
TOP PICK
It's an American oil ETF. XLE is well off its highs, so there's room to run. There's a month left in oil seasonality, so now is the time to buy.
PAST TOP PICK
(A Top Pick Feb 09/18, Up 4%) It is OK because it is US. Energy in the US is OK unlike Canada.
TOP PICK
He is looking for a rebound in oil and it is trading at three years lows. When something is this cheap it is worth looking at. It holds all the big US integrated stocks and avoids Canadian only energy holdings -- where he is not thrilled to be in right now. Yield (12-month) 3.5%.
PAST TOP PICK

(A Top Pick February 22/18 Up 16%) They took an even larger position in the Canadian sector, but took profit recently. The seasonal peak is from February 25 to May 9, so thinks this sector is due for a retracement. Inventories are being talked higher, so he thinks it is time to take profit on this one.

TOP PICK

If the price of oil starts to ramp up we will do just fine. This is a safer way to get into the energy sector. We came back to the November/December lows.

COMMENT

XLE-N vs. XOM-N. XLE-N is the US ETF on energy and is primarily 22% XOM-T. He sees very little growth going forward in XOM-N. He thinks there are better plays in the energy sector. He would be willing to gamble more on Canadian names that are so depressed in price. See Top Picks today.

PAST TOP PICK

(A Top Pick June 30/17 - Up 2.7%.) He continues to hold it. Likes it better than the Canadian space.

PAST TOP PICK

(A Top Pick May 11/17. Up 15%.) He's been buying this since last summer, and is continuing to hold.

PAST TOP PICK

(A Top Pick June 30/17. Up 14%.) He likes the U.S. Energy sector because what he see happening down the road in terms of oil prices. In term of P/E they are pretty attractive out there and he sees the overall U.S. economy doing extremely well.

Showing 31 to 45 of 65 entries