Tortoise Portfolio Manager Rob Thummel in Insider


An energy portfolio manager at a $9 billion firm says buy these 10 stocks for lofty cash flow yields that will help investors protect their portfolios during a bear market

After a decade of lukewarm performance, the energy sector finally catapulted to stock market dominance in 2021. But those gains now pale in comparison to the sector’s blistering upward streak following Russia’s invasion of Ukraine in February of this year.

For investors who missed the early opportunities to buy into the sector, it’s hard not to feel left out while watching from the sidelines. But fear not, says Rob Thummel, senior portfolio manager at Tortoise Capital — there’s still plenty of gains ripe for the picking in the forms of high dividends and lofty free cash flow yields as the sector continues to emphasize shareholder return.

Read more (behind a paywall) here.