Why I’m Adding Energy Positions Now

S&P 500 is in the midst of the strongest earnings environment in seven years, and the S&P 500’s earnings are forecasted to rise 21.5% in 2026.
Why I’m Adding Energy Positions Now
The Gambia-flagged tanker vessel Bili is anchored in the Strait of Hormuz off Bandar Abbas in southern Iran on May 2, 2026. Iran's Revolutionary Guards on May 4 denied that any commercial ships had crossed the Strait of Hormuz. Amirhossein KhorgooeI/ISNA/AFP via Getty Images
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Commentary

The situation in Iran changes almost daily. Although the Trump administration continues to say peace negotiations are progressing, a definitive agreement keeps getting postponed. Furthermore, the fact that the U.S. had to strike missile and drone targets in Southern Iran demonstrates how difficult negotiations have become. The strongest negotiating point the U.S. has is the clear fact that Iran does not want to cap their oil wells, since they would take months to restart.

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Louis Navellier
Louis Navellier
Author
Louis Navellier is chairman and founder of Navellier & Associates in Reno, Nevada, which manages approximately $1 billion in assets. One of Wall Street’s renowned growth investors, Navellier writes five investment newsletters focused on growth investing. In addition to appearing on Bloomberg, Fox News, and CNBC giving his market outlook and analysis, he has been featured in Barron’s, Forbes, Fortune, Investor’s Business Daily, Money, Smart Money, and The Wall Street Journal.