BGR screens weak and overbought — RSI at 90 with asymmetric upside exhausted (0% vs. 11.9% downside), declining revenue, and an earnings-quality red flag — consistent with a reduce-position stance rather than an add.
Thesis pillars
- Unsafe Yield Flag—
- Earnings Quality Red Flag—
- Overbought Mean Reversion Risk—
- +2 more pillars — see the Why tab for full reasoning
BlackRock Energy and Resources (BGR) Stock Analysis
Breakout setup
Financial Services · Asset Management
Sell if holding. Multiple concerning factors at $16.55: Weak overall score: 5.0/10; Weak growth.
BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited. It invests in public equity markets across the globe, with an emphasis on the United... Read more
Sell if holding. Multiple concerning factors at $16.55: Weak overall score: 5.0/10; Weak growth. Chart setup: Golden cross, above all MAs, RSI 66, MACD bullish. Score 5.0/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker·1 ceiling hit
Revenue shrinking — -1.5% YoY. Growth thesis broken unless recovery story develops.static
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Multiple concerning factors at $16.55: Weak overall score: 5.0/10; Weak growth. Chart setup: Golden cross, above all MAs, RSI 66, MACD bullish. Prior stop was $15.97. Score 5.0/10, moderate confidence.
Take-profit target: $16.41 (-0.8% upside). Prior stop was $15.97. Stop-loss: $15.97.
Weak overall score: 5.0/10; Weak growth.
BlackRock Energy and Resources trades at a P/E of 10.3 (forward N/A). TrendMatrix value score: 4.5/10. Verdict: Sell.
What does BlackRock Energy and Resources do?BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is...
BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited. It invests in public equity markets across the globe, with an emphasis on the United States. The fund seeks to invest in stocks of companies operating in the energy and natural resources sectors. It invests in stocks of companies across all market capitalizations. The fund also invests through equity derivatives, with an emphasis on option writing. It was formerly known as BlackRock Global Energy and Resources Trust. BlackRock Energy and Resources Trust was formed on December 23, 2004 and is domiciled in the United States.