• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages
  • Roger S. Conrad

A New Portfolio Holding and Revisiting Old Friends

By Roger S. Conrad on Sep. 6, 2016

Our International Portfolio has fared quite well this year, with our conservative allocation generating a total return of 28 percent in US dollars. All 13 of these stocks have hiked their dividends over the past 12 months, rewarding investors with an average increase of more than 8 percent.

The Portfolio’s aggressive sleeve, which took a harder hit during last year’s selloff, has rallied hard in 2016, generating an average total return of 39.6 percent in US dollars.

After poring over second-quarter results, we’ve updated our comments on the more than 80 Canadian and Australian energy stocks in our International Coverage Universe. Here are some of our key takeaways from this process. We also exit one of our hedges and add a new upstream name to the International Coverage Universe.

During our most recent Live Chat, we received a number of questions about liquefied natural gas (LNG) and shipping companies that specialize in transporting this commodity. All signs point toward the global LNG market remaining oversupplied for at least the next four to five years, which should help to encourage demand growth.

Energy & Income Advisor

Your complete guide to energy investing, from growth stocks to high-yielders.

In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.

Subscribe today to receive a sample issue of EIA
  • Live Chat with

    Elliott and Roger on Oct. 29, 2020

  • Portfolios & Ratings

    • Model Portfolios

      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