Diamondback Energy is a buy because earnings expectations are rising, but full-year revenue estimates are surprisingly down.
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Gas Prices are BROKEN... Buy These Stocks Before the Fix
Let's Talk Money! with Joseph Hogue, CFAMar 24, 2026
The creator discusses the disconnect between falling oil prices and persistent high gas prices, explaining that supply chain issues and market expectations suggest a slow decline for gas prices. The video aims to identify stocks that could benefit from this situation.
Linked Mentions
Tickers discussed in this post
Occidental Petroleum, a former Buffett favorite, is mentioned as an oil explorer that performed well but lagged oil prices.
ConocoPhillips is noted as an oil explorer that performed well, but still lagged oil price increases.
PACCAR is mentioned as a stock that did well, but its performance is not directly tied to the oil price thesis.
Chevron Corporation is a favored integrated oil company expected to continue outperforming due to its supply chain and lagging stock price.
ExxonMobil is a favored integrated oil company with a strong supply chain, expected to benefit from high oil prices.
APA Corporation is mentioned as a relative winner in the energy sector, suggesting potential upside.
PBF Energy (PBF) is a buy as a refiner that is expected to see increased profitability.
Phillips 66 (PSX) is a buy due to its refining operations and strategic positioning.
Marathon Petroleum (MPC) is a buy as a refiner that benefits from high crack spreads and strong demand.
Valero Energy (VLO) is a buy due to its position as a refiner that benefits from high crack spreads.