We Like Energy and Bonds – Why Not Energy Bonds?

Left Brain Thinking

If we like energy and bonds, why not energy bonds?

We love the synergy between two of our favorite segments of the investment markets today, as we see opportunities to lock in passive income streams in the fixed income markets as interest rates continue to rise.

In the last couple weeks, we have seen impressive outperformance out of the energy markets. However, because of some issues with liquidity in the credit markets, we have seen the prices of energy bonds drop, even as the corresponding stocks rally!

This week CEO Noland Langford and Director of Research, Brian Dress, discuss the fact that this divergence between energy stocks and energy bonds creates a very investible situation for investors waiting to put money to work.

In our first topic, we discuss the urgency for investors to lock in generous income streams with high quality bonds. We don't think the opportunity will last forever, as interest rates will peak when the Federal Reserve ultimately and inevitably ends its regime of higher and higher interest rates.

We share an example bond from the energy sector with you in our second topic. We like the opportunity to lock in 7% annual return for the next 4 years, with some capital appreciation possibilities which make the strategy tax efficient.

Topic 1: Are We Close to the Top in Rates? Topic 2: Energy and Energy Bonds -- A Continued Theme

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