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Quarter-End Insights

Our Outlook for Energy Stocks

Short-term volatility has clouded the market's view of longer-term fundamentals in energy.

Sep 28, 2011

Mentioned: Whiting Petroleum Corp (WLL) , Transocean Ltd (RIG) , Baker Hughes Inc (BHI) , Ultra Petroleum Corp (UPLCQ) , BG Group PLC (BRGYY)

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Recession fears this summer shaved more than $20 per barrel off of oil prices and led to similar percentage declines in many energy stocks, leaving the sector as a whole attractively priced.
Despite economic noise from Euroland and the U.S., our focus is on China, and specifically whether it can successfully navigate a shift from an investment-driven to a consumption-driven economy, and the implications for oil demand.

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Jason Stevens has a position in the following securities mentioned above: WLL. Find out about Morningstar’s editorial policies.

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