u/Teembeau ·
Reddit — r/ValueInvesting
· April 19, 2026 at 18:51
· ⬆ 15 pts
· 💬 10 comments
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AI Summary
Summary
The post discusses Energean (ENOG), a gas company operating off Israel's coast, as a cyclical trading opportunity driven by geopolitical events.
The author's thesis is to buy the stock when it dips due to war-related fear (around 800p/share), collect the high dividend, and sell on recovery to around 975p/share.
Quality assessment: Speculation. This is a tactical, sentiment-driven trading idea based on geopolitical patterns and price levels, not fundamental business analysis.
Score15
Comments10
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This is a stock I've bought a few times on dips, held until they are good again, and then sold. Generally, for around 6-9 months.
They're a gas company that is based off the coast of Israel. Generally with a high dividend yield. Any time war kicks off involving Israel, everyone s\*\*\*s the bed and dumps the stock. When peace happens, the stock takes time to recover. You can also see insider buying at this time.
Currently has dividend yield of 10.8%. Stock is about as low as it's been for 4 years. I'll be tracking insider buying and what happens with this war, and buy some when it's about done. They had to suspend operations because of risk of war, but are back in operation. Hopefully I'll get it at around 800p/share and sell for close to 975, collecting dividends as it takes time to recover.