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Elliott Gue knows energy. Since earning his bachelor’s and master’s degrees from the University of London, Elliott has dedicated himself to learning the ins and outs of this dynamic sector, scouring trade magazines, attending industry conferences, touring facilities and meeting with management teams.

Elliott Gue’s knowledge of the energy sector and prescient investment calls prompted the official program of the 2008 G-8 Summit in Tokyo to call him “the world’s leading energy strategist.”

He has also appeared on CNBC and Bloomberg TV and has been quoted in a number of major publications, including Barron’s, Forbes and the Washington Post. Elliott Gue’s expertise and track record of success have also made him a sought-after speaker at MoneyShows and events hosted by the Association of Individual Investors.

Elliott Gue also contributed chapters on developments in global energy markets to two books published by the FT Press, The Silk Road to Riches: How You Can Profit by Investing in Asia’s Newfound Prosperity and Rise of the State: Profitable Investing and Geopolitics in the 21st Century.

Prior to founding the Capitalist Times, Elliott Gue shared his expertise and stock-picking abilities with individual investors in two highly regarded research publications, MLP Profits and The Energy Strategist, as well as long-running financial advisory Personal Finance.

In October 2012, Elliott Gue launched the Energy & Income Advisor, a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.

The masthead may have changed, but subscribers can expect Elliott Gue to deliver the same high-quality analysis and rational assessment of investment opportunities in the energy patch.

Articles

Trust Exercise

With an average yield of more than 13 percent, US-listed oil and gas royalty trusts can prove irresistible to income-starved investors.

But investors should resist the urge to chase the highest-yielding names; selectivity and a thorough understanding of the trust’s structure and underlying assets are critical to uncovering the best values--and avoiding the riskiest names.

The Yorkville Royalty Trust Universe Index--a capitalization-weighted basket of 28 royalty trusts--has returned 2.4 percent over the past 12 months, lagging the 12.1 percent gain posted by the S&P 500 Energy Index.

Trust-specific factors, not macroeconomic forces, have driven this performance; the top performer in the Yorkville Royalty Trust Universe Index delivered a 57 percent return last year, while the biggest laggard gave up more than 68 percent of its value.

Although income-seeking investors often gravitate toward a buy-and-hold strategy, a valuation-focused approach that seeks to take advantage of market dislocations is essential to outperforming.

Investors must look beyond yield and understand the various drivers for each security, from the duration of hedge books and the sponsor’s drilling obligations to the production mix and regional outlook for hydrocarbon prices.

  • Live Chat with

    Elliott and Roger on Apr. 28, 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