Hey, Zach here! Emergency update…

The market is in chaos from global conflict. I’m writing to make sure you don’t make dumb decisions and panic-sell.

Today’s topics:

1. You Should Buy Stocks During Crisis - Israel Attacks Iran

2. Oil Prices Surge, Iran War Begins – Top 5 Energy Stocks To Buy Now

Israel Attacks Iran

You Should Buy Stocks During Crisis

Market Context

• Israel’s strike on Iran has heightened fears of broader conflict and market volatility

• Oil prices jumped over 9% today (up 15% this week), pressuring portfolios across major indexes

Warren Buffett Insights

• Buy productive assets, not cash: In every major war, cash loses value while businesses grow

• Long-term resilience: Since the 2014 Crimea invasion (when Buffett made these comments), the S&P 500 is up 227%, despite pandemics, lockdowns, and inflation

• Focus on businesses: Wars and headlines don’t change American companies’ ability to earn and compound value over decades

Peter Lynch Insights

• “Stomach” over intelligence: Everyone can pick stocks; surviving the noise requires emotional fortitude

• Crises are constant: From Cold War shelters to oil shocks, each era’s existential fears didn’t derail market gains

• Expected pullbacks: Markets have fallen 10% once every two years and 25% once every six years—but always recovered higher

My Analysis

• Stay calm: Short-term headline risk rarely alters long-term corporate earnings power

• Don’t sell in fear: Negative news is a buying opportunity for quality businesses at attractive prices

• Energy opportunity: With oil surging, I’ve identified my top 5 energy stocks to buy now—Keep reading below…

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Top 5 Energy Stocks

Oil Prices Surge, Iran War Begins – Top 5 Energy Stocks To Buy Now

War-driven oil gains highlight five standout stocks—each plays a unique role in your portfolio. Click the timestamps to jump in!

1. Texas Pacific Land (TPL) [00:03:22]

• Unique model: Owns Permian Basin acreage and earns high-margin royalties (89.9% gross)

• Dividend growth: Base payout + special dividends (e.g. $10 / share in July 2024)

• Strong balance sheet: $460M cash vs. –$460M net debt

• Verdict & Key Point: Core holding for a strategic oil surge; long-term total return 466%

2. Exxon Mobil (XOM) [00:06:01]

• Oil giant: $19.5B free cash flow in last quarter

• Dividend fortress: 10-year CAGR 3%, current yield 3.61%, payout sustainably covered by FCF

• Debt paydown: Net debt down from $61B (2020) to $20B

• Verdict & Key Point: Hold for reliable income and cyclic upside; yield on cost ~9.7%

3. MPLX LP (MPLX) [00:08:12]

• Midstream play: Fee-based pipeline contracts, minimal commodity risk

• High yield & growth: 7.38% yield; 10-year dividend CAGR 8.8%

• Sponsor support: Marathon Petroleum owns ~60%

• Verdict & Key Point: Income anchor in volatile markets; 5-year total return 348%

4. Hess Midstream (HSM) [00:10:46]

• Fee-based contracts: 100% fee contracts through 2033 with inflation escalators

• Steady distributions: 7.2% yield; 5-year dividend CAGR 10.5%

• Dilution watch: Ongoing unit issuance requires monitoring

• Verdict & Key Point: Defensive yield stock; growth balanced by contractual stability

5. EOG Resources (EOG) [00:12:34]

• Growth producer: 10-year dividend CAGR 16.8%; 30% FCF payout ratio

• ROIC edge: Return on capital ~20–40%

• Smaller cap: Less cyclic drop-off than majors

• Verdict & Key Point: Buy on deep pullbacks; best growth in the producer group

6. Bonus: Berkshire Hathaway (BRK) [00:14:49]

• Diversified energy exposure: Utilities, pipelines, Oil, and $347B cash cushion

• Evergreen holding: Legendary balance sheet and compounding engine

• Verdict & Key Point: Ultimate defensive play with indirect oil upside

▶️ Watch the full video to dive deeper and see my complete analysis »

📅 Keep Investing. Stay informed.

– Zach
Founder, Dividend Data

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Disclaimer: Dividend Dividend (Dividend Data LLC) is not a professional financial service. All materials released from Dividend Data (Dividend Data LLC) are for educational and entertainment purposes. Dividend Data (Dividend Data LLC) is not a replacement for a professional's opinion. Contributors to the Dividend Data (Dividend Data LLC) might have equities mentioned in the newsletter