VDE Vanguard Energy ETF Loading... : Bullish and Bearish Analyst Opinions
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14:16
Jul 19
Jul 19
US oil and gas benefits from Iran pressure.
Sustained military and economic pressure on Iran raises the risk premium for oil shipments through the Persian Gulf, causing global buyers to seek safer supply sources, which directly benefits the United States as a secure oil and gas exporter.
MED
18:32
Jul 18
Jul 18
Energy stocks attractive now.
Energy stocks, particularly oil and gas, are becoming more attractive at current price levels. The risk/reward is favorable, especially when paired with existing precious metals and mining exposure. Natural gas service businesses also look interesting.
MED
16:23
Jul 18
Jul 18
Author replies with a single ticker and question mark, seeking clarification on the parent's mention of XLE without expressing a personal position.
LOW
23:00
Jul 17
Jul 17
Hold energy, gold, uranium as inflation hedges.
Real assets including energy producers, gold, and uranium are held as an inflation hedge and a core portfolio hedge against geopolitical and macro uncertainty.
MED
16:33
Jul 17
Jul 17
US energy policy driving sector growth.
U.S. energy policy is fully aligned to grow production across onshore, Alaska, and Gulf of America. The American refinery complex is already running at record highs, and a pro-development climate will further boost the U.S. oil and gas sector.
MED
15:31
Jul 17
Jul 17
Commodities and energy surging on product shortages.
The energy complex is severely underinvested; record-high crack spreads indicate a shortage of products, not an illusion of abundance; commodities are the best performing asset class with significant upside, led by the petroleum complex.
HIGH
14:05
Jul 17
Jul 17
Energy stocks undervalued, set to re-rate.
Energy equities are drastically underowned (only 3% of S&P 500, versus 18% historically) and need higher commodity prices to attract capital back into the sector, setting the stage for a significant re-rating as investors rotate into asset-heavy industries.
MED
12:38
Jul 17
Jul 17
Petroleum index to rise on shortages.
Petroleum index alone is up 81% YTD, and upside is significant given extreme energy shortages, record low inventories, and geopolitical disruptions (Red Sea, Strait of Hormuz, Black Sea, Russian refinery outages). The market has moved from deficit to shortage.
HIGH
20:33
Jul 16
Jul 16
Geopolitical risk raises oil price floor
After trimming energy positions when oil spiked above $110 on the Iran war, Oxbow is rotating back into energy as oil dropped below $70. Geopolitical tensions raise the floor on oil prices, making energy stocks attractive at $70-80 oil. They are adding pipelines, integrated companies, exploration & production, and oil service businesses, expecting increased drilling and repair work globally.
HIGH
15:42
Jul 16
Jul 16
The author combines XLK and XLE as having the two best holdings together, but does not state a current position or forward directional call.
LOW
14:00
Jul 16
Jul 16
Energy sector cheap and underowned buy.
Energy stocks are cheap on a relative basis, significantly underowned, and generating high cash flows. They represent one of the best opportunities in the market as investors have been ignoring them in favor of hot speculative areas.
HIGH
22:19
Jul 15
Jul 15
Energy sector poised for re-rating.
The energy sector's weight in the S&P 500 has collapsed from 18% to 3%, signalling significant room for a re‑rating; higher commodities are needed to fund production investment, which will directly benefit energy equities.
MED
16:21
Jul 15
Jul 15
Rotated into energy equities from gold.
In January, they sold most of their gold mining positions and rotated the proceeds into energy equities, reflecting a strong conviction that energy fundamentals are far better than the market appreciates. Energy equities benefit from low inventories, depleted strategic reserves, underinvestment, and the coming oil supply shock, while remaining attractively valued.
HIGH
20:00
Jul 14
Jul 14
US economy will outperform China's.
The US economy will vastly outperform China's over a 30-year horizon because China suffers from a severely unbalanced economy overly reliant on investment and exports, a demographic crisis from the one-child policy, and failed industrial policies like a hollow real-estate sector and an uncompetitive aircraft industry.
HIGH
18:20
Jul 14
Jul 14
US is AI winner, bullish
Business investment is accelerating rapidly, driven by immense demand for AI-related equipment, software, and data centers. High-tech spending surged nearly 25% in the first quarter. The United States is at the forefront of AI technologies, best positioned to be a big winner, with strong productivity gains likely to boost economic growth and strengthen the US economy.
MED
17:31
Jul 14
Jul 14
Energy stocks bullish, oil $80s–$90s
He remains long and bullish on commodity stocks, particularly energy. Oil prices are not going to stay in the $70s; they will sit more in the $80s and $90s because of ongoing Middle East tensions, bottlenecks in refining capacity, and the difficulty of managing the Iran situation. Product prices like gasoline and diesel have fallen far less than crude, keeping pressure on consumers.
HIGH
14:00
Jul 14
Jul 14
Energy stocks are screaming buys here.
Energy stocks are screaming buys relative to the S&P 500, with extremely attractive free cash flow yields and heavy stock buybacks. Names mentioned: Occidental Petroleum (below Buffett's buy price), Chevron, Schlumberger (new AI play for the ocean floor), and the XLE ETF.
HIGH
09:46
Jul 14
Jul 14
Buy energy stocks.
Europe is stuck in a rut and cannot pass through higher oil costs, but large-cap value and early cyclicals like energy remain attractive. He would still be buying energy stocks.
HIGH
01:54
Jul 14
Jul 14
Long defense and energy on forced capex
Geopolitical risks and heightened security awareness are forcing sustained investment in defense and energy industries, creating a structural capex tailwind for those sectors.
MED
11:10
Jul 13
Jul 13
Buy global energy stocks
Global energy stocks are preferred because they benefit from elevated oil prices amid a prolonged managed geopolitical conflict and supply disruptions. The firm has been adding to energy across portfolios.
HIGH
00:52
Jul 13
Jul 13
S&P 500 tech and energy show upside.
Q2 earnings growth for the S&P 500 is expected to be around 23% YoY, with the technology and energy sectors showing high upside potential according to analysts.
HIGH
20:00
Jul 10
Jul 10
Own energy and resource stocks to hedge.
Investors can hedge against unavoidable rising costs of energy, copper and other commodities by owning energy stocks and the very things they consume (resource producers). This turns a cost-of-living crisis for others into a personal opportunity.
MED
16:57
Jul 10
Jul 10
Oil will rebound strongly in H2 2026
Oil is set for a significant rebound in the second half of 2026, driven by supply dynamics and a 'higher for longer' price environment. The speaker is more bullish on oil's upside than on uranium near term, even though he sees near-term downside risk and is not yet buying aggressively.
MED
18:47
Jul 09
Jul 09
Overweight energy for diversification and achievability.
Energy sector offers the cleanest rotation from crowded tech; using an XLE long position with a 50/65 collar (Aug 2026 expiry) creates an asymmetric risk profile that dampens volatility while retaining upside to the 52-week high.
HIGH
18:44
Jul 09
Jul 09
Rotate into energy from crowded tech.
Energy is a clean rotation destination for investors who want to stay constructive on equities without adding to crowded tech. The XLE energy sector ETF offers exposure to the energy leadership theme during a potentially headline-driven summer. A short-term asymmetric collar overlay dampens volatility for concentrated positions.
HIGH
11:26
Jul 09
Jul 09
Energy stocks massively undervalued, buy them.
Energy's weight in the S&P 500 is only 3%, far below historical levels. In a commodity supercycle, that share should rise to 10-15%, implying that energy equities are deeply undervalued relative to the AI/tech sector. Investors should overweight energy stocks to capture this mean-reversion.
MED
04:08
Jul 09
Jul 09
Financial Times reports that Iran war windfall could put big oil companies on collision course with Trump administration.
04:03
Jul 09
Jul 09
The Financial Times reports that an Iran war windfall is putting Big Oil on a collision course with the Trump administration.
12:52
Jul 07
Jul 07
Diversify into negative beta defensive sectors
Julian Emanuel highlights a cohort of negative beta stocks—energy, utilities, consumer staples, and insurance—that have been moving inversely to the S&P 500 on a daily basis at a level not seen in 25 years. He argues that as the AI trade becomes crowded, investors are seeking diversification, and these sectors are attracting attention as a way to hedge without abandoning stocks. He implies they are a useful portfolio addition.
MED
17:32
Jul 06
Jul 06
Energy funds saw record outflows of 3.2 billion dollars in the latest week as investors aggressively rotate out of the sector.
About VDE Analyst Coverage
Buzzberg tracks VDE (Vanguard Energy ETF) across 87 sources. 544 bullish vs 28 bearish calls from 526 analysts. Sentiment: predominantly bullish (54%). 954 total trade ideas tracked. Past 7 days: 19 bullish, 2 watch. Latest voices: Marlin Stutzman, Tavi Costa, __con_.