Elliott H. Gue
Oil Outlook and Energy’s Changing of the Guard
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Big Yields and Bright Prospects: 5 Midstream Stocks to Buy Now
Enterprise Products Partners LP’s (NYSE: EPD) second-quarter results underscore why the blue-chip MLP remains a core holding. The midstream operator hiked its quarterly payout by 1.2 percent sequentially and 5 percent year over year, and...
The Blacklist: Five Wealth-Destroying MLPs To Avoid
The Alerian MLP Index, a capitalization-weighted basket of 50 prominent master limited partnerships (MLP), has delivered a total return of 44 percent over the past 12 months, topping the 23 percent gain posted by the...
09/29/17: New Addition to Focus List
Although the price of West Texas Intermediate (WTI) crude oil has rallied above $50 per barrel in recent weeks, the risk-reward balance for the commodity skews to the upside over the next six to eight...
09/26/17: September Live Chat
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Strategy Update
To say that 2017 has proved a challenging year for energy stocks would be an understatement. The ebullience that reigned in the aftermath of OPEC’s November 2016 agreement with Russia and other major oil-producing countries...
08/29/17: August Live Chat
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08/25/17: Hurricane Harvey
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Chemical Reaction
One of the most important features of the US shale oil and gas revolution has been the rolling wave of oversupply that has moved through the energy value chain, creating market imbalances and distorting long-standing...
07/27/17: July Live Chat
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Midyear Outlook: Top-Down View
At the end of 2016, Wall Street analysts’ median forecast called for West Texas Intermediate (WTI) to average $56 per barrel in the third quarter of 2017 and for Brent to approach $60 per barrel...
Natural Gas: More of the Same
Commodity traders call natural gas the widow-maker because of its breakneck volatility and extreme price swings. Nevertheless, our outlook has called for the thermal fuel to remain volatile but range-bound, as spikes toward $3 per...
Oil: An Out-of-Consensus Outlook
At the end of 2016, Wall Street analysts’ median forecast called for West Texas Intermediate (WTI) to average $56 per barrel in the third quarter of 2017 and for Brent to approach $60 per barrel...
06/29/17: June Live Chat
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The Lay of the Land
After OPEC and other major oil-producing countries agreed to curb production in fall 2016, specialist and generalist portfolio managers alike bet heavily on West Texas Intermediate (WTI) rallying to at least $60 per barrel this...
Evaluating Recent Energy IPOs
After a prolonged lull ushered in by the collapse in oil prices and reduced drilling and completion activity in the US, the flow of initial public offerings (IPO) in the energy sector has increased in...
05/15/17: Thoughts on A Nine-Month Extension to OPEC and Non-OPEC Supply Cuts
At a joint press conference in Beijing, Saudi Energy Minister Khalid al-Falih and Russian Energy Minister Alexander Novak announced that they favor extending the existing agreement to reduce oil production for nine months, setting a...
05/04/17: Opportunity Knocks, Hard
MPLX LP (NYSE: MPLX)--Buy<$36 on Focus List EOG Resources (NYSE: EOG)--Buy<$85 in Model Portfolio Pioneer Natural Resources (NYSE: PXD)--Buy<$160 With the exception of refining stocks, the energy sector has sold off hard during today’s trading...
04/27/17: Selloff Creates Buying Opportunities
Shares of Anadarko Petroleum Corp (NYSE: APC) sold off hard this morning, in part because of weakness in crude-oil prices. But the stock has pulled back more than its peers because of news that one...
04/27/17: April Live Chat
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TRENDING TOPICS
11/01/19 Passing Midstream’s Stress Test
In the current issue of Energy and Income Advisor, we highlight the nascent earnings recovery in major services companies Halliburton (NYSE: HAL) and Schlumberger (NYSE:...
Why We’re Still Bullish on Energy Transfer LP
What’s it going to take for Energy Transfer LP (NYSE: ET) to get a little respect? Over the past 12 months, the MLP has subsumed...
9/13/19 EIA Coverage Universes Updated
Our Actively Managed Portfolio and High Yield Energy List always highlight our top picks. But we also track more than 150 companies in Energy and...
8/21/19 Pembina Buys Kinder Morgan Canada
The great Canadian energy sector consolidation continues. This morning, Pembina Pipeline Corp (TSX: PPL, NYSE: PBA) announced it will acquire Kinder Morgan Canada (TSX: KML,...