Energy Select Sector SPDR (ETF) (XLE)

oil play

During 2008 it became obvious that we are on the cusp a permanent state of petroleum scarcity thanks to dwindling reserves and Asian growth. That, combined with the weakening dollar, will give about 2 years of ongoing earnings growth in energy companies that exceeds the growth rate for global GDP. After those two years, alternative energy approaches will really start kicking in and I expect this ETF to flatten out.

Oil prices at US$ 70 are good for the sector.

Bullish on energy, long-term. Energy has lagged the recent rally in the S&P 500, yet there is still going to be great demand for energy going forward. I think this is a good point to pick Energy to outperform the rest of the S&P 500 (along with Healthcare).

Mix of energy and oil service. As economy recovers, we'll use more energy. Long term demand is still there worldwide tempered by new sources of energy but oil is still king.

XLE is a buy in the 40s, and a screaming buy if you can get it under $40. This thing will spank the market and spank most energy stocks, all while providing diversification AND a dividend over the next 5 years.

If you're bullish on oil, you pretty much have to green-thumb XLE sometime within the next year.

Energy still has a long way to go.

Oil, Summer, Nuff said!

Is this too expensive? Will the economic drag keep oil prices depressed? Or are we already coming up off the bottom?

I wish I had established a long position in this earlier. I'd do the same now, but since my outlook is about 5+ years, it seems reasonable to me that we are (still) looking at a future of expensive non-renewable fuels.

4

I really like energy sector in this market as it is something always in high demand yet beaten down with the recession. Sadly, I don't think gas will be under $2/gallon much longer.

S&P Energy sector ETF. I like energy in this market. I will watch this closely though and trade in and out often to play the bounces

Real supply and demand issues will eventually drive oil back up and hopefully the stocks contained in the XLE as well.

Fund with energy concerns, mostly oil.
Once the economy starts rolling again we won't be so worried about escallating energy prices.

Like all the companies it is comprised of. This investement is not going to lose you money.

Energy is rebounding.

this is an etf which invests in energy stocks. now is the time to get back in them before the price explosion

http://articles.moneycentral.msn.com/Investing/MutualFunds/why-gas-prices-will-soar-again.aspx?page=2

Generally bearish on commodities. I expect the US Gov't won't be able to increase the money supply adequately to account for the tremendous loss of credit-based purchasing power. A reduction in the real money supply (including credit) will reduce economic demand and drive prices down. Commodities should correlate more with the dropping prices than companies of the S&P who have more to offer than just a particular asset. This should equal points in CAPS.