Three Energy Stocks to Buy Amid Turbulent Times 03/24/2026 | | | Trump just added a mining expert to the National Security Council.
Apple locked in a $500M rare-earth supply deal.
And billionaires are dumping tech to buy gold and resource assets.
JC Parets says this signals the start of a massive "Chaos Cycle."
See which investments he believes could benefit most Click Here... | | | | Three energy stocks to buy amid turbulent times feature a trio of companies that have gained lift since turbulent times began on Feb. 28 with military activity triggered in Iran as the country reportedly neared amassing enough enriched uranium for several nuclear weapons that could be used against nearby Israel, other nations along the Arabian Gulf, Europe and the military bases and other interest of importance to the United States.
Iran is enriching uranium to 60% purity, far exceeding the 3-5% for power generation and nearing the 90% threshold for weapons-grade material, according to the International Atomic Energy Agency (IAEA), the primary body responsible for verifying and monitoring nuclear activities. With significant stockpiles over 400 kg of 60% enriched uranium, Iran has the technical capacity to produce enough fuel for several nuclear weapons, the IAEA reported.
"Perhaps it is not evident to the public that 99% of the work needed to enrich the full stockpile to 90% has already been performed," wrote the Center for Arms Control and Non-Proliferation, a nonpartisan nonprofit organization dedicated to enhancing peace and security through policy analysis and research. Its mission is to seek to reduce nuclear weapons arsenals, halt the spread of nuclear weapons and minimize the risk of war by educating the public and policy makers.
Three Energy Stocks to Buy Amid Turbulent Times: Perry's Perspective
The military action that started in Iran on Feb. 28 has reached its fourth week. Iran's almost-finished preparation to use nuclear weapons led to coordinated airstrikes aimed at its military and nuclear sites by Israel and the United States. The joint action, described by President Trump as Operation Epic Fury, has not been sufficient to resolve the matter with Iran's leaders blocking the flow of oil and liquefied natural gas (LNG) through the Strait of Hormuz that is situated along the country's south border.
"Since that very day of the initial attacks, energy prices and Treasury yields have spiked, while the vast majority of equities have corrected, some severely," wrote Bryan Perry, who heads the Cash Machine investment newsletter, which has 28 positions whose average dividend yield tops 10%. "The old Wall Street maxim that 'the charts don't lie' could not be truer than the present situation. The yield on the benchmark 10-year Treasury reached 3.95%… the day before the war broke out."
The rationale for the Israeli-U.S. military action was "noble" under the assumption Iran has within its near-term reach a nuclear device, created from advanced technological input from North Korea as some media outlets have reported, Perry wrote on March 24 to his Cash Machine subscribers.
"Conflicting reports of a de-escalation are rampant, and it will take considerably more evidence to prove to the market that substantial, genuine and beneficial changes are being made in Iran," Perry counseled. "Until then, investors should understand that every rally attempt will be highly scrutinized, as sustainability is threatened by inflation ticking higher."
As of last Friday's market close on March 20, the yield spiked to 4.39% -- a huge jump that has contributed heavily to the market selloff, Perry continued.
Perry, who currently recommends a gold stock and a different commodities mining stock in his Breakout Blue Chip Trader advisory service that features equities and options, further recommends an energy-industry exchange-traded fund (ETF) with a 12%-plus dividend yield to his Cash Machine subscribers. I plan to report on that fund in my www.DividendInvestor.com column on Friday, March 27. A separate gold fund recommendation in that service has soared 133.07% since its recommendation on November 12, 2024.
Bryan Perry heads Breakout Blue Chip Trader and Cash Machine.
"The highly divisive narrative surrounding Iran, surging energy prices that threaten to re-ignite inflation and concerns surrounding private credit dominate the investing landscape, where some further progress to end the war is sorely needed with Iran's nuclear weapons ambitions eliminated entirely," Perry wrote in his March 17 issue of Breakout Blue Chip Trader.
Three Energy Stocks to Buy Amid Turbulent Times: Citi Research Insights
"We are bullish near-term on energy prices and see the risks surrounding our central case scenario as skewed to the upside," according to a March 23 report from analysts at Citi Research. "We turn medium-term bullish on gold but are far from calling the bottom in prices near-term, as we see gold and industrial metals trading lower for now, as part of a broader risk-off environment related to higher energy prices. We are very concerned about the possibility of a 1970s-type energy shock."
However, it is not too late to buy commodities as an asset class as a hedge against further energy and agricultural commodity price shock, Citi Research wrote. Upside potential longer term in metals also is entirely plausible amid stagflation, it added.
Precious metals like gold and silver generally are excellent assets to own during stagflation, which occurs amid high inflation and low economic growth. Gold and silver traditionally serve as safe-haven hedges and offer protection against currency devaluation, while protecting purchasing power, as well as outperforming stocks and bonds when growth stalls and prices rise. | | | 100X faster. 90% less energy. Current AI systems obsolete.
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Discover the Trillion Dollar Triangle here. Click Here... | | | | Three Energy Stocks to Buy Amid Turbulent Times: NEE
With a market capitalization of over $190 billion, NextEra Energy, Inc, (NYSE: NEE), of Juno Beach, Florida, is the largest energy provider in North America and one of the largest in the world.
NEE operates through two segments: Florida Power & Light (FLP) and NextEra Energy Resources (NEER). The FPL segment involves the generation, transmission, distribution and sale of electric energy in Florida, 40 additional states and Canada. The NEER portion produces electricity from clean and renewable sources, including wind, solar and nuclear.
On March 20, President Trump approved the development of up to 10 gigawatts of natural gas-powered generation projects in Texas and Pennsylvania as part of a U.S.-Japan trade deal involving Japan's $550 billion investment commitment to the United States. NextEra will build and operate these jointly owned projects, representing a substantial growth opportunity for the company.
"Buying NEE is a relatively inexpensive way to benefit from the artificial-intelligence data center buildout," said Michelle Connell, who heads Dallas-based Portia Capital Management, during a March 24 phone interview. "That's the reason why I bought it for each of the more than 100 portfolios that we are entrusted to lead at Portia Capital management."
Michelle Connell heads Portia Capital Management.
For the next several years, NEE is well positioned to continue the near-10% earnings-per-share (EPS) compounded growth rate that it has achieved over the past three years, Connell continued. NEE has also raised its 2026 EPS guidance to $3.92-4.02, up from $3.63-4.00, and boosted its dividend compound annual growth rate (CAGR) to 6% through 2028, she added. NEE's current dividend yield is 2.79%.
Chart courtesy of www.stockcharts.com.
Three Energy Stocks to Buy Amid Turbulent Times: EPD
I sold some of my stock holdings in recent months when equities soared to lofty valuations, but I kept Houston-based Enterprise Products Partners (NYSE: EPD). EPD is pursuing growth projects to enhance cash flow resilience while upholding its financial metrics. Analysts recently revised EPD's valuation slightly upward due to its stable distribution yield and defensive characteristics amid market volatility.
The company currently offers a dividend yield of 5.9%. The total return for EPD so far this year is 21.71%, along with 2.26% for the past week and 0.73% on Tuesday, March 24. EPD also is up 13.98 for the last 12 months.
The stock is a current recommendation of Jim Woods in the Forecasts & Strategies investment newsletter. As a former U.S. Army paratrooper and officer, Woods not only leads the Forecasts & Strategies investment newsletter, but also the Five Star Trader advisory service. He quoted the following words recently when reacting to the current military conflict with Iran that involves the United States and Israel.
Paul Dykewicz meets with Jim Woods, head of Forecasts & Strategies.
"War is nothing but a continuation of politics with the admixture of other means," once wrote Carl von Clausewitz, a Prussian army officer and military theorist who stressed the "moral" and political aspects of waging war.
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Learn how to make 2026 your best trading year ever. Click Here... | | | | Three Energy Stocks to Buy Amid Turbulent Times: LNG
Cheniere Energy Inc. (NYSE: LNG), of Houston, Texas, began operations in 2016, and quickly has become the largest producer of LNG in the United States and the second largest in the world. Its LNG now reaches more than 40 markets in five continents, with the demand for its fuel expected to grow as countries across the globe seek cleaner ways to power their economies than coal.
The company's stock is now largely back to summer 2025 levels after meaningful fourth-quarter underperformance, despite what ended up being a slightly more constructive LNG price curve even ahead of the Iran conflict, according to Citi Research.
As a middleman between producers and buyers, LNG has found a profitable niche. For the fourth quarter of 2025, Cheniere Energy's free cash flow of $2.06 billion handily beat Wall Street's consensus estimate of $1.955 billion.
"Not only did the company re-purchase hundred billion dollars of stock during this quarter, but it also increased its share repurchase authorization to $10 billion through 2030," said Connell, of Portia Capital Management. "The total buyback represents 20% of the company's current market capitalization. Also, this increased share reproaches would increase LNG's discounted cash flow to $30 per share."
LNG recently announced a $2.22 per share annual dividend, up 11% year over year.
"I would anticipate that LNG's increased free cash flow and ongoing lower share count, via its $10 billion share buyback, would significantly increase its dividend yield," Connell predicted.
Chart courtesy of www.stockcharts.com.
Three Energy Stocks to Buy Amid Turbulent Times: Option Trading Alternative Amid Geopolitical Risk
"The current war in Iran actually started with the 1979 Islamic Revolution," said Hugh Grossman, the leader of the DayTrade SPY options trading room. "The central, state-sanctioned change followed the November 4, 1979, seizure of the U.S. Embassy in Tehran and the subsequent 444-day hostage crisis, symbolizing opposition to U.S. policies. In chanting 'Death to America,' perhaps President Jimmy Carter should have finished off the conflict at that time, but Americans, being the patient society we are, graciously kicked the problem down the road. Decades later, Iran has developed -- ironically with the financial, military and technological help from America -- the means to seriously threaten us.
"President Trump had little choice but to end this relentless threat once and for all, not to mention the horrific slaughters the current regime did to their own people. Geopolitical conflicts can have far-reaching effects on the stock market. Initially, the resilient market shrugged off the first attack on Tehran. Where we will see the effects will be in the increased price of oil as Iran escalates its threats to shipping through the Strait of Hormuz, which carries a fifth of the world's oil supplies, but this I expect to be short-lived. Oil increases in price, creates inflation and a threat to interest rates, which is why SPDR S&P 500 (SPY) has dropped so dramatically in the days following the attack. As nervous investors sit on the sidelines, I doubt we will see longer-term devastating effects. The economy is still fundamentally strong with consumers and businesses driving solid economic growth. What is also different this time, as opposed to prior tightening of oil supplies as seen in the 1973 oil embargo, the U.S. became a net energy exporter in 2001."
Hugh Grossman leads the DayTrade SPY options trading room.
Grossman and his partner Jon Johnson team up to deliver an options trading success rate of more than 83% with the State Street SPDR S&P 500 ETF Trust (NYSE: SPY). In the face of a volatile market and heightened uncertainty due to the conflict in Iran, Grossman describes the DayTrade SPY options trading room as a good alternative. | | | Sincerely,
Paul Dykewicz, Editor
StockInvestor.com
| | About Paul Dykewicz: Paul Dykewicz is an accomplished, award-winning journalist who has written for Dow Jones, the Wall Street Journal, Investor’s Business Daily, USA Today, Seeking Alpha, GuruFocus and other publications and websites. Paul is the editor of StockInvestor.com and DividendInvestor.com, a writer for both websites and a columnist. He further is the editorial director of Eagle Financial Publications in Washington, D.C., where he edits monthly investment newsletters, time-sensitive trading alerts, free e-letters and other investment reports. Paul also is the author of an inspirational book, "Holy Smokes! Golden Guidance from Notre Dame's Championship Chaplain", with a foreword by former national championship-winning football coach Lou Holtz. Follow Paul on Twitter @PaulDykewicz. | | | | | |
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