04/30/25 Capitalist Times Live Chat

By Elliott H. GuePublished On: April 7, 2025

Please click here to download a copy of the chat transcript in PDF format.

Hess Corp and Chevron Merge: Our Thoughts

EIA Actively Managed Portfolio recommendation Hess Corp (NYSE: HES) has now officially merged with Chevron Corp (NYSE: CVX). As a result, our 40 shares of...

Natural Gas: A Summer Buying Opportunity

The front-month futures price of natural gas is down from over $4.50/MMBtu back in early March to under $3.25/MMBtu today. And, on a shorter-term basis,...

Sell Occidental, Buy Permian Resources

Last year, the value trade in energy was natural gas. NYMEX natural gas prices averaged around $2.27/MMBtu and front-month gas prices dipped well below $2.00...

Early Energy Q1 Returns: Shale Discipline in Force

Four Energy and Income Advisor Model Portfolio companies have now released Q1 results and updated guidance: Services companies Baker Hughes (NYSE; BKR) and SLB Ltd...

Live Chat

with Elliott Gue and Roger Conrad

On 07/29/2025

Live Chat with Elliott Gue and Roger Conrad