Elliott H. Gue
11/30/23 Capitalist Times Live Chat
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The Orlando MoneyShow 2023 Presentations
Here are Elliott Gue and Roger Conrad's slide presentations from the October 2023 Orlando MoneyShow. We hope you will find them informative and useful. Finding Value in Energy The Next Step of the Energy Supercycle...
Alert: Notes On Chevron and Hess
Yesterday, oil giant Chevron (NYSE: CVX) announced a $59.4 billion all-stock deal to acquire Hess Corp. (NYSE: HES), a stock we initially recommended in the Actively Managed Portfolio back on April 21st. This marks the...
Renewable Energy Fact and Fiction
Good energy, bad energy: That’s pretty much the nature of the renewables vs fossil fuels “debate” these days in the US and globally. And the loudest voices are increasingly political, with little to do with...
Q3 Results and What to Expect From Them
Here’s when our Energy and Income Advisor portfolio companies have either stated or else are projected to announce their calendar Q3 results. The second date shown is when to expect the next dividend declaration, with...
10/26/23 Capitalist Times Monthly Live Chat
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Exxon’s Rumored Acquisition of Pioneer Natural Resources
On Thursday evening, The Wall Street Journal reported energy supermajor Exxon Mobil (NYSE: XOM) is close to a deal to acquire Pioneer Natural Resources (NYSE: PXD) in a massive takeover worth roughly $60 billion. As...
When to Expect Q3 Results and What We Expect From Them
Last month, we highlighted the generally positive Q2 results and upbeat guidance for our Energy and Income Advisor portfolio recommendations. Here’s when to expect Q3 results, with the first date for earnings and the second...
9/26/23 Capitalist Times Live Chat
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Rounding Up the Q2 Results
We’ve highlighted what’s important in Q2 numbers for several portfolio companies in the past two issues of Energy and Income Advisor. Here’s the roundup of the rest. Black Stone Minerals LP (NYSE: BSM)—Buy<16 The royalty...
Oil Market Balances Tilt Bullish
Through the first 7 months of 2023, our outlook has been for oil to remain mired in a range due to the opposing forces of bearish demand-side threats and a continued bullish supply backdrop. Specifically,...
8/29/23 Capitalist Times Live Chat
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7/27/23 Capitalist Times Live Chat
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The Nuclear Option
In the June 2, 2023 Issue of Energy & Income Advisor, “4 Trends to Shape Energy Returns for the Rest of 2023,” we highlighted 3 key reasons we believe there’s more intermediate-term upside for natural...
MVP Moves Ahead–What’s Next for North American Pipelines
The outcome is a monument of the West Virginia congressional delegation, especially Senator Joe Manchin (D-WVA): After years of being blocked in the courts at enormous additional cost, the Mountain Valley Pipeline appears to be...
6/29/23 Capitalist Times Live Chat
Please click here to download a transcript of the live chat in PDF format.
4 Trends to Shape Energy Returns for the Rest of 2023
Six months ago, in the November 29, 2022 issue of Energy & Income Advisor “Energy Stocks Soar Again: Now’s the Time to Makes a Few Moves,” we performed a comprehensive rebalancing of our Model Portfolio....
5/30/23 Capitalist Times Live Chat
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Best Bets on the Oil UpCycle
We’ve written extensively about our outlook for oil prices in 2023 since late last year. Simply put, our view has been that oil markets face conflicting forces this year – the potential for demand destruction...
Baker and Kinder Report, What to Expect from the Rest
Results from first reporters frequently hold clues for what to expect when other companies release numbers and guidance. That’s the case for both bellwethers reporting so far in our model portfolio: Global services firm Baker...
TRENDING TOPICS
5 Ways to Protect and Grow Your Wealth Through the Coming Energy Crisis
Please click the links to download your new reports in PDF format. The End of Easy Oil: Offshore and Overseas Uranium's Third Supercycle:...
Energy 2024 Q&A Roundtable
Editors’ Note: We’d like to start this issue by wishing readers a Merry Christmas, a joyful holiday season and a happy start to the New...
Kinder/NextEra Deal A Win for Both Parties
This morning, Kinder Morgan Inc (NYSE: KMI) announced it will buy NextEra Energy Partners’ (NYSE: NEP) STX Midstream natural gas pipelines for $1.815 billion. The...
The Orlando MoneyShow 2023 Presentations
Here are Elliott Gue and Roger Conrad's slide presentations from the October 2023 Orlando MoneyShow. We hope you will find them informative and useful. Finding...