Playing Both Sides Of An Energy Barbell With Average Dividend Yields Over 10%

Group 1 - The article emphasizes the importance of classical value ratios such as low P/B, P/FCF, Owner Earnings discounting, PEG ratios, and the Graham Number for portfolio selection [1] - It advocates for self-indexing using the Dow Jones Industrial Average combined with Joel Greenblatt's Magic Formula to enhance tax efficiency [1] - The author has a background in private credit and CRE mezzanine financing, with significant experience in China and Asia [1] Group 2 - The article does not provide any specific company or industry analysis, focusing instead on the author's investment philosophy and strategies [2][3][4]