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Investing Topics: Dividend Stocks

Midstream Madness

Midstream names have regained a good chunk of their losses over the past few days, but investors still have questions about the extent to which the recent retrenchment in crude-oil prices will affect their growth prospects. We highlight our favorites.

Buying the Selloff: Upbeat on Downstream Operators

Shares of US refiners have languished in recent months, but out outlook for regional crude-oil prices suggests that our two favorites should be in the money once again in 2015. Meanwhile, our favorite airline stock provides a hedge against lower crude-oil prices and has sold off precipitously amid fears that an ebola pandemic will curtail travel. Buy now.

More CAPEX, More Problems: A Survey of Big Oil

When casual investors think of the energy stocks, one of the Seven Sisters—BP (NYSE: BP) NYSE: BP), Chevron Corp (NYSE: CVX), Eni (NYSE: E), Exxon Mobil Corp (NYSE: XOM), Royal Dutch Shell (NYSE: RDS B), Statoil (NYSE: STO) and Total (NYSE: TOT)—likely springs to mind. But these Western energy giants have come in for a great deal of criticism over the past several years, as investors lose patience with the industry’s massive capital investments and limited production growth.

International Update

Our International Portfolio has fared well since its inception, with our conservative allocation generating a total return of 31.3 percent and our aggressive strategy overcoming an unprofitable bet on Just Energy (TSX: JE, NYSE: JE) to post a 12.4 percent gain. Seven of our picks have posted total returns of more than 30 percent. We round up the highlights from their second-quarter results and add a new name to our International Coverage Universe.

Making Sense of the Marcellus Shale’s Midstream Madness

The stakes are high for the masters of midstream, particularly in the Northeast where surging output of natural gas has overwhelmed local demand and existing takeaway capacity, depressing the prices at Pennsylvania’s Leidy Hub relative to the Henry Hub in Louisiana.
  • Live Chat with

    Elliott and Roger on Nov. 6, 2014

  • Portfolios & Ratings

    • Model Portfolios

      Balanced portfolios of energy stocks for aggressive and conservative investors.

    • Coverage Universe

      Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.

    • MLP Ratings

      Our assessment of every energy-related master limited partnership.

    • International Coverage Universe

      Roger Conrad’s coverage of more than 70 dividend-paying energy names.

    Experts

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Peter Staas

      Managing Editor: Capitalist Times and Energy & Income Advisor