Natural Gas Outlook and Portfolio Focus
By Elliott H. GueIssue No.135 . Oct. 3, 2018
The breakout of oil prices above $80 globally and $70 in North America have justifiably grabbed the headlines. But when it comes to most energy stocks, the outlook for natural gas is at least equally important to returns.
This issue of Energy and Income Advisor, we highlight current natural gas market dynamics and our near and longer-term forecast for supply, demand and prices. We then zero in on developments at several of the more natural gas heavy names in our EIA Actively Managed Portfolio and Focus List.
Energy Commentary >>
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Inside Dominion's Offer
By Roger S. Conrad on Sep. 22, 2018
Dominion Energy's (NYSE: D) offer could do a lot to resolve uncertainty surrounding Dominion Midstream Partners LP's (NYSE: DM) future.
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Endangered Dividends List: Heed This Early Warning System
By Roger S. Conrad on Jul. 28, 2018
Last week, two more members of our Energy and Income Advisor Endangered Dividends List cut distributions. We strongly suspect they won’t be the last to do so before second quarter earnings reporting season is over.
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Forget Oil Prices, Focus on Differentials
By Elliott H. Gue on Jun. 14, 2018
Over the past two weeks the big story in energy markets has been oil price differentials, which was a major theme at this year's MLP and Energy Infrastructure Conference (MEIC) conference. However, scratch beneath the surface and there’s a lot more going on.
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Will Rising OPEC-Plus Output End the Energy Rally?
By Elliott H. Gue on Jun. 4, 2018
You can learn a lot about an industry by listening to earnings conference calls, digging into the quarterly numbers and financial results, but there's no substitute for boots-on-the-ground research.
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Why Energy Investors Shouldn't Panic about Recent Weakness in Oil Prices
By Elliott H. Gue on May. 29, 2018
The potential for OPEC to scale back its production agreement doesn't spell doom for oil prices.
Subscribers Only >>
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The Outlook for Gas
By Elliott H. Gue on Oct. 3, 2018
Since the end of 2011, the average weekly closing price for front-month US natural gas futures is roughly $3.15/MMBtu, in-line with the current price of $3.12/MMBtu. In the short term, US gas storage levels are at the lowest levels in 15 years, supply growth is constrained and demand remains robust. That could lead to a spike in NYMEX gas futures to $4/MMBtu or higher this winter.
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Endangered Dividends List
By Roger S. Conrad on Oct. 3, 2018
Endangered Dividends List companies are vulnerable for different reasons like cash flow, elevated debt levels, revenue pressure etc.
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Endangered Dividends List
By Roger S. Conrad on Sep. 22, 2018
Ferrellgas Partners (NYSE: FGP) has exhausted a $50 million reserve for paying distributions. Under its debt covenants, the propane distributor MLP will have to suspend its distribution entirely, until the consolidated fixed charge coverage ratio recovers.
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Roundtable: Our Views On Super Majors
By Roger S. Conrad on Sep. 22, 2018
Talking Point #1: What’s your general view of the super major oils at this time? • Roger Conrad (RC): I became a shareholder of Chevron Corp (NYSE: CVX) when it acquired the former Texaco, which I believe was actually the first stock I ever bought. I was fresh out of business school and made an investment in Texaco’s dividend reinvestment plan, and I’m happy to report that I literally make more in dividends every year than my original investment.
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Model Portfolios: Simplifying our Strategy
By Roger S. Conrad on Sep. 4, 2018
Starting in September, we’re taking a giant step to simplify our Energy and Income Advisor Portfolio strategy. Our 3 Model Portfolios are divided into “Conservative” and “Aggressive” Holdings. The Conservative stocks are intended to be bedrock positions, where our objective is long-term capital appreciation and in most cases a rising stream of income. The Aggressive stocks carry more risk but also more upside potential and often very high yields to reward your wait.
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Live Chat with
Elliott and Roger on Sep. 27, 2018
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
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor