Elliott H. Gue
11/30/21 Capitalist Times Investing Live Chat
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Portfolio: Bumping Up the High Yield Energy List
May 2019 was a tough time to launch our High Yield Energy Target List, on the eve of the historic collapse of oil and gas prices. But 30 months in, we’re at a decidedly better...
The Cycle Broadens
All 21 energy stocks in the S&P 500 have reported quarterly earnings, beating aggregate earnings expectations by more than 14%, the second highest of any sector in the S&P 500. Overall, energy stocks have tended...
Two for the Watchlist
As noted in the portfolio update this week, our only oil and gas services recommendation in the model portfolio right now is Schlumberger (NYSE: SLB). That’s been the right move as shares in SLB are...
10/28/21 Capitalist Times Investing Live Chat
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Portfolio: What We’re Expecting from Q3 Results
The following article highlights briefly what we’re expecting in Q3 earnings for all of the companies in our Model Portfolio and on the High Yield Energy List. After markets close on October 20, Kinder Morgan...
The New Energy Crisis
For the first time in four decades, inflation is a key risk in the US and other developed economies. Indeed, according to the University of Michigan survey, US consumers expect annualized inflation of close to...
A New Energy Supercycle
Stocks featured in this article include EOG Resources (NYSE: EOG), Pioneer Natural Resources (NYSE: PXD), Exxon Mobil (NYSE: XOM), Occidental Petroleum (NYSE: OXY) and Schlumberger (NYSE: SLB). Earlier this month, the Petrol Retailers Association (PRA),...
9/30/21 Energy & Income Advisor Live Chat
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8/31/21 Energy & Income Advisor Live Chat
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Extraordinary Energy Values in a Zero Rate Environment
Where do you find stocks offering near double-digit yields backed by businesses repeatedly posting strong results? In this zero interest rate environment, our answer would ordinarily be “dream on.” But that’s exactly the kind of...
What Q2 Results Tell Us About Second Half 2021 Returns
Editors’ note: Here’s our post-Q2 earnings macro analysis, with a focus on what results and guidance say for returns on our recommended stocks for the rest of the year and beyond. Q. What was your...
What We’re Looking for in Q2 Results
Featured stocks in this article include Capital Product Partners LP (NSDQ: CPLP), CrossAmerica Partners (NYSE: CAPL), Kinder Morgan Inc (NYSE: KMI) and Pembina Pipeline (TSX: PPL, NYSE: PBA). Q2 earnings season is upon us with...
What’s Important from the Portfolio’s First Q2 Reporters
Stocks featured in this article: Kinder Morgan Inc (NYSE: KMI), Schlumberger Ltd (NYSE: SLB) and Texas Instruments (NYSE: TXN). Three Portfolio companies have released their results and updated guidance so far during Q2 earnings reporting...
7/29/21 Energy & Income Advisor Live Chat
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Mid-Year Commodity Outlook
Energy was the top-performing sector in the S&P 500 in the first half of 2021 jumping 45.61%, nearly triple the S&P 500’s 15.24% gain over a similar holding period. That represents the S&P 500 Energy...
Our Mid-Year Oil and Natural Gas Outlook Update
In the final issue of Energy & Income Advisor for 2020, “Rock Bottom Prices Ready to Rise,” we outlined a constructive view for crude oil prices based on three primary drivers: The ongoing recovery in...
6/30/21 Energy & Income Advisor Live Chat
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5/26/21 Energy & Income Advisor Live Chat
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Bringing Back the Buyers
So far in 2021, oil and gas stocks are far and away the stock market’s top- performing sector. In fact, capital gains alone for the S&P Energy Sector Index and Alerian MLP Index are more...
TRENDING TOPICS
Beware (Some) Energy Companies’ Floating Rate Debt Bomb
Q4 earnings reporting season is still more than month off for the energy sector. But midstream leader Kinder Morgan (NYSE: KMI) has announced its preliminary...
Midstream Dividends Rising Again, Prices To Follow
Forget the Fed, Russia and windfall profits tax threats. The big news in energy this week is dividend increases, most impressively at Model Portfolio midstream...
Energy Earnings Better Than Ever
Benchmark oil prices were sometimes as much as $40 a barrel higher in Q3 2022 than in the year earlier period. So it’s understandable investor...
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...