Buffett has continued to increase his positions since the beginning of the year.$Occidental Petroleum (OXY.US)$、$Chevron (CVX.US)$To represent the energy stocks, tens of billions of dollars have been invested.

And energy stocks have not let them down this year.

After a decade of difficulties, energy stocks are the biggest winners in the U. S. stock market this year.

The S & P 500 energy sector has risen more than 30% so far this year, while$S&P 500 index (.SPX.US)$The index is down more than 10% this year.

Standing at the moment, can you still increase your positions in energy stocks? If you want to track these companies, what is the way? (the method is attached at the end of the article, and there is a surprise.)

Let's look down.

One and five oil giants earned more than $60 billion in the second quarter

The near future$BP PLC (BP.US)$, Shell,$TotalEnergies (TTE.US)$, Chevron Corp and$Exxon Mobil (XOM.US)$The overall results of the second quarter have been announced one after another. The five oil majors made a total net profit of more than $60 billion in the second quarter, according to financial data.

Let's take a look at how these giants "Versailles".

TotalEnergies SE: in the first half of the year, Ma Di made a profit of 10.6 billion US dollars.

Chevron Corp: I earned three times as much as I did in the same period last year, more than $17.8 billion, and less than $20 billion.

Exxon Mobil Corp: I just exceeded 20 billion US dollars, and I made all my profits last year.

In fact, it is estimated that the above-mentioned three companies, together with BP P.L.C. and Shell, made a total profit of more than 60 billion US dollars in the first half of the year.

In addition, Buffett's new favorite's second-quarter net profit was $3.8 billion, more than 35 times higher than a year earlier, while adjusted net income per share was $3.16, exceeding market expectations.

This year, oil stocks take advantage of the performance of the east wind, superimposed Buffett continued to bless, these companies rose gratifying, has become one of the few bright spots in the U. S. stock market this year. These companies have all increased by more than 50% in the past six months. Among them, Western Oil is a "dark horse" in the US stock market this year, up more than 120%.

In fact, there are many other oil companies that can make money in US stocks, such as ConocoPhillips, Vanguard Natural Resources and so on. How should we choose? In this regard, the methodology is also attached at the end of the paper.

(as of September 19, US stocks closed, US stocks GICS industry market capitalization TOP15 energy sector companies)

Second, what is the logic of being optimistic about energy stocks?

So, standing at the moment, can oil stocks increase their positions?

Let's see what Bud said.

At Berkshire.$Berkshire Hathaway-B (BRK.B.US)$Of the $41 billion that bucked the trend in the first quarter, nearly half were oil stocks. Buffett said: at present, the US government has a lot of strategic oil reserves, but if you think about it, the reserves are still not enough. they may be gone in three to five years, and you don't know what will happen in three or five years' time. "

Buffett also explained that the ESG problem and the general apathy of investors towards the traditional energy industry had led to significant shocks in the industry over the past few decades, which directly affected the market value of companies in related industries and created buying opportunities.

In fact, the stock god's words have already revealed the reason for being optimistic about energy stocks: energy will be very "scarce" in the future, because supply is not as good as demand, and energy prices are expected to rise, so energy stocks are worth investing in.

Third, how to track the performance of energy stocks?

For energy stocks, we need to focus on a very key indicator: performance.

After all, behind the rise in stock prices is the growth of corporate net profit, and performance is the essential reason for the rise in stock prices.

Therefore, whether it is old leek or Chinese cabbage, we have to form the good habit of tracking the performance of stocks we intend to buy.

Except for energy companies, all companies have been disclosing Q2's financial results recently, but many partners do not know where to read them.In this regard, Niuniu has made a new update to this function online, which is very convenient to track at any time.

If you feel that the financial report is obscure and difficult to understand, don't be afraid, because Futu has a special investment plan, oh, and you may get points for your participation.

For details, please see ↓