Elliott H. Gue
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
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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...
4/27/23 Capitalist Times Live Chat
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Oil Bears Everywhere
On October 16, 2008 The New York Times published an opinion piece written by billionaire investing legend Warren Buffett titled “Buy American. I Am.” Investors of a certain vintage will recall it was the height...
Selloff in Progress: Patience is Your Friend
Energy stocks have continued to generally trend lower since the previous issue of EIA posted. The S&P Energy Index is now underwater -10.3 percent year-to-date. The Alerian MLP Index is at slightly less than breakeven,...
Dry Powder and Dream Buys
Even the strongest sectors aren’t wholly immune when the overall stock market comes under pressure. And other than a shrinking handful of technology names, that’s the case now. Last November, we began building cash in...
3/28/23 Capitalist Times Live Chat
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Q4 Earnings and Guidance Updates So Far
Editors’ note: We’re about halfway through Q4 earnings reports and guidance updates for EIA Portfolio recommendations. Here’s update on companies reporting so far. We highlighted Kinder Morgan Inc (NYSE: KMI) in the January 19...
2/28/23 Capitalist Times Live Chat
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Profiting from the Energy Supercycle
Roger Conrad and Elliott Gue discuss all things energy, including a look at some of our top recommendations for 2023.
Valuations, Free Cash Flow and Long-Term Returns
Energy stocks have surged over the past year, rising 67.4% since the end of 2021. What’s even more impressive is that run has come in the context of a bear market in most stocks –...
Valuations Dominate Long-term Returns
Energy remains the cheapest, and best-placed sector in the S&P 500. If historical relationships persist as we expect, energy stocks are likely to continue beating the S&P 500 for years and may be one of...
What Q4 Earnings and Guidance Updates Will Tell Us About 2023
Companies’ annual filing requirements are much more intensive than quarterly ones. So the timing of portfolio Q4 earnings reporting and guidance updates looks set to extend to late February. Here are announced and expected dates...
Natural Gas Tumbles Below $3.50/MMBtu
Some readers have asked for an update on our outlook for US natural gas prices considering the near 70% plunge in front-month gas futures since the August peak. Recall we’ve been consistently bearish on gas...
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...