Elliott H. Gue
1/31/23 Capitalist Times Live Chat
Please click here to download a transcript of the chat in PDF format.
The State of High Yielding Midstream
Q. What’s your forecast for midstream energy stock prices in first half 2023? A. We think 2023 will have more than its share of ups and downs for the dividend paying midstream stocks in our...
Watching Variable Rate Debt Exposure and Some End-Year Moves
In the previous decade, relentlessly falling commodity prices eventually drove many investors out of oil and gas sector stocks and bonds. That forced sector companies to make painful adjustments to become self-sufficient for capital, including...
12/28/22 Capitalist Times Live Chat
Please click here to download a copy of the chat transcript in PDF format.
Energy Stocks Soar Again: Now’s the Time to Make a Few Moves
Energy stocks’ remarkable 2022 performance has accelerated again since our last issue of Energy and Income Advisor. The S&P 500 Energy Sector Index is now up a staggering 70 percent plus year to date. The...
Making Our Moves
Over the past two years, on the monthly chats and via e-mail we’ve received feedback from Energy & Income Advisor readers regarding the actively managed model portfolio. Specifically, given the strong performance of most model...
11/29/22 Capitalist Times Live Chat
Please click here to download a copy of the chat transcript in PDF format.
Live at the Orlando MoneyShow 2022
I'm excited to announce that Roger Conrad and I will be attending the Orlando MoneyShow 2022 live and in-person Oct. 31, 2022 at the Omni Orlando Resort at ChampionsGate. We're at a critical juncture right...
Energy Stocks: Suffering Far Less, Recovering Much Faster if the Bear Worsens
The S&P 500 Energy Index has returned more than 63 percent year to date. That’s an extraordinary and historic outperformance of pretty much everything else in the stock or bond market, including more than 80...
What We Learned from Energy Bellwethers
1. What’s your top takeaway from Q3 earnings reporting and guidance updates so far? ◗ Elliott Gue (EG): As long-time readers know I watch Schlumberger’s (NYSE: SLB) results closely each quarter. That’s not only because...
10/27/22 Capitalist Times Live Chat
Please click here to download the chat transcript in PDF format.
Recession Risk Rising but Energy Still Shining
The S&P 500 has now lost more than -20 percent of its value since January 1. But despite recently increased volatility, the S&P 500 Energy Index still boasts a year-to-date total return north of...
Energy and Recession
West Texas Intermediate and Brent oil prices sank below $80 and $85/bbl respectively in recent sessions, the lowest trading levels since January just before Russia’s invasion of Ukraine. This is not a surprise; indeed, we’ve...
9/27/22 Capitalist Times Live Chat
Please click here to download a transcript of the chat in PDF format
8/24/22 Capitalist Times Live Chat
Please click here to download a transcript of the chat in PDF format.
Elliott Gue On MarketWrap with Moe Ansari
I recently sat down with MarketWrap's Moe Ansari to discuss current investment trends in the energy sector. Click here and forward to the 20:17 mark for a replay of our conversation.
7/27/22 Capitalist Times Live Chat
Please click here to download the Chat transcript in PDF format.
Stay Patient as Energy Values Appear
So far this month, Berkshire Hathaway (NYSE: BRK/B) has announced purchases of 27 million and 12 million shares of long-time EIA recommendation Occidental Petroleum (NYSE: OXY). As a result, the giant investment and insurance firm...
Mid-Year Commodity Update
The dollar, pipeline regulations, Biden, the mid-terms, Saudi Arabia, Big Oil’s “greed,” and the war in Ukraine… The mainstream and financial media’s efforts to explain the wild swings in crude oil so far this year...
6/29/22 Capitalist Times Live Chat
Click here to download the chat transcript in PDF format.
TRENDING TOPICS
Alert: Regarding Hess Midstream
In October 2020, Chevron Corp (NYSE: CVX) closed its acquisition of the former Noble Energy. The deal made the oil super major the leading natural...
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...
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:...
NextEra and Next Steps
A little over a week ago, NextEra Energy (NYSE: NEE) announced it would postpone a planned “drop down” or sale of assets to its affiliate...