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When the Going Gets Tough, Tough Energy Companies Get Going

By  Elliott H. Gue
Issue No.165 . Feb. 19, 2020

Roughly half the companies in our Energy and Income Advisor coverage universe have now reported Q4 results—and a more or less equal percentage of our Actively Managed Portfolio and High Yield Energy List stocks.

That still leaves a lot of news and numbers to come in a quarter where mountains of filing requirements tend to delay their release. But from what we’ve seen so far, it’s clear that quality is asserting itself in the energy sector.

Mainly, despite multiple headwinds, the best in class are still thriving as businesses. In contrast, companies with real weaknesses as businesses are imploding, and almost at the same rate they were in 2016 when the price of oil sank to just $26 and change.

Energy Commentary >>

Subscribers Only >>

  • Q4 Results and Guidance — What We Learned and What it Means for the Rest of 2020

    By Elliott H. Gue on Feb. 19, 2020

    What’s the most important takeaway from energy sector Q4 results so far? There are still a number of companies yet to report. That means plenty of room for surprises between now and the end of February. As readers can see in the Portfolio discussion section, that’s when the last of our recommended companies will release their numbers and update 2020 guidance.

  • Endangered Dividends List

    By Roger S. Conrad on Feb. 19, 2020

    GasLog Partners (NYSE: GLOP) will pay a Q4 distribution of 56.1 cents per share on February 21. That’s approximately 2 percent higher than the Q3 payment of 55 cents per share. Then in May, the tanker will slash its payout to a rate of just 12.5 cents a share, a cut of 77.7 percent.

  • Endangered Dividends List

    By Roger S. Conrad on Feb. 3, 2020

    Alliance Resource Partners (NSDQ: ARLP) is cutting its quarterly distribution by roughly -26 percent to 40 cents a unit. That follows management’s release of dismal Q4 results, including declines of -14.8 percent and -28.6 percent in EBITDA, respectively.

  • The Wuhan Coronavirus, Economic Growth and Oil

    By Elliott H. Gue on Feb. 3, 2020

    Crude oil prices and the broader stock market started out 2020 with a bang – the S&P 500 reached an all-time closing high of 3,329.62 on January 17th while West Texas Intermediate (WTI) oil prices jumped to $63.27/bbl on January 6, 2020 surpassing the highs set in September immediately following attacks on Saudi Arabian oil infrastructure.

  • The State of LNG

    By Elliott H. Gue on Jan. 20, 2020

    At a time when the US shale oil and gas industry is getting used to living on less, one corner of the energy sector is still red hot: Liquefied natural gas exports. We continue to be unenthusiastic about this group. Here’s our take on the state of LNG.
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    • Portfolios & Ratings

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      Balanced portfolios of energy stocks for aggressive and conservative investors.

    • Producers and Drillers

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

    • MLPs and Midstream

      Our assessment of every energy-related master limited partnership.

    • International Coverage

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

    Experts

    • Elliott H. Gue

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

    • Roger S. Conrad

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