Oil dividend stocks during bear market

Screening Filters

1. Sector: Energy

   • Purpose: To focus on companies operating within the energy sector.
   • Rationale: The user's query specifically mentions "oil dividend stocks," which are typically found in the energy sector. By narrowing the search to this sector, the screener ensures that only relevant companies are considered.

2. Themes: Oil Sector

   • Purpose: To further refine the search to companies specifically involved in the oil industry.
   • Rationale: While the energy sector includes a variety of industries (e.g., renewable energy, natural gas), the "Oil Sector" theme ensures that the results are directly tied to oil-related businesses, aligning with the user's interest.

3. Dividend Yield (TTM): Minimum 4%

   • Purpose: To identify stocks that provide a relatively high dividend yield.
   • Rationale: During a bear market, investors often seek income-generating stocks to offset potential capital losses. A minimum dividend yield of 4% ensures that the selected stocks provide attractive income potential, which is a key characteristic of "dividend stocks."

4. Beta: LowRisk

   • Purpose: To filter for stocks with lower volatility compared to the overall market.
   • Rationale: In a bear market, low-beta stocks are generally less volatile and tend to perform better than high-beta stocks. This aligns with the user's implicit desire for stability during uncertain market conditions.

5. P/E Ratio (TTM): Maximum 15

   • Purpose: To focus on stocks that are relatively undervalued based on their price-to-earnings ratio.
   • Rationale: In a bear market, investors often look for value opportunities. A P/E ratio cap of 15 ensures that the screener identifies stocks that are not excessively priced, which can provide a margin of safety.

Why Results Match:

• The filters collectively target oil-related companies that are likely to provide stable income (via dividends) and exhibit lower risk during a bear market.
• By focusing on high-dividend, low-beta, and undervalued stocks within the oil sector, the screener aligns with the user's goal of finding resilient investments in a challenging market environment.
• The combination of sector, theme, and financial metrics ensures that the results are both relevant and tailored to the user's specific query.