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Another sector in transition: 6 energy stocks that could return more than 18% in a year.

Posted on by darion

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There has been more sector rotation in the last month than you probably have seen in the last year. The reason is that some sectors that have gone through structural changes, and many of them are close to the point where companies should be delivering results or disappointing. Take automotive, a year ago they were close to the same turning point. A year later, when they launch their electric vehicles, they are reassessing. In the case of energy companies, because the transformation is different and much more fundamental in nature, which requires more capital expenditure, it will take some time. So you wouldn’t expect a similar reaction on the street, but there is also the other side of the coin, it would be a more balanced change with a much larger balance sheet and a long runway of growth.

While the structural transformation in the automotive sector is much talked about and the street is giving it credit. The fact is that the energy sector as a whole is quietly undergoing a transformation. While many are unaware that large companies operating in the energy sector, whether in the oil and refining market or elsewhere, are forming joint ventures or subsidiaries to enter new energy areas. Even as the elections

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