Elliott H. Gue
American Ingenuity Saves the World from $200 Oil
North America is saving the global economy from the economic devastation that would ensue if oil prices were to hit $150 or $200 per barrel. Global oil consumption last year jumped by about 800,000 barrels...
01/24/13: Deep Dive into Schlumberger’s Fourth Quarter
We eagerly anticipate Schlumberger’s (NYSE: SLB) results and conference calls each quarter, as management’s commentary offers unparalleled context on trends and business conditions in every major oil and gas producing region. Here’s our take on...
Profits by Air and Sea
For decades, few investors took the airline business seriously. In addition to decades of unprofitable operations, the industry's reliance on periodic bankruptcies--though an effective means of labor negotiation and lowering borrowing costs--has the unfortunate side...
Cleared for Takeoff
Sir Richard Branson, the British entrepreneur who founded Virgin Atlantic and Virgin America airlines, once quipped that the easiest way to become a millionaire is to go into the airline business as a billionaire. History...
Eni is a Better Buy Than ExxonMobil Corp
There’s no disputing ExxonMobil Corp’s (NYSE: XOM) pedigree as a vehicle for building wealth. Shares of the energy giant have returned more than 200 percent over the past decade, outperforming the S&P 500 by a...
The Big Review
Every investor, no matter how seasoned, makes mistakes and buys stocks that end up underperforming. You should be wary of anyone who touts his or her perfect track record or infallible investment strategy. Successful investors...
A Deep Dive into SandRidge Permian Trust
Renowned American industrialist John D. Rockefeller once quipped that the only thing that gave him pleasure was to see his dividends come in. Modern investors can sympathize with Rockefeller’s sentiment: With the yields on most...
01/03/13: Post-Cliff Realities and Strategy
The US tumbled over the so-called fiscal cliff on Jan. 1, 2013, but Congress and President Barack Obama reached a compromise that will avert the worst of the tax increases and spending cuts. Markets rallied...
MPLX LP: Drop-Down Transactions to Drive Future Distribution Growth
Editor’s Note: Elliott Gue will deliver several presentations at the World MoneyShow Orlando, a must-attend event that will take place from Jan. 30 to Feb. 2, 2013, at the Gaylord Palms resort and convention center. You won’t...
Into the Deep
Focus List holding SeaDrill (NYSE: SDRL) in late October sponsored the initial public offering (IPO) of a new partnership, Seadrill Partners LLC (NYSE: SDLP). The IPO was popular with investors, with the units pricing at...
Refiners: Profiting from America’s Oil Boom
Unlike the majority of the participants in the energy sector, refiners don’t benefit from rising oil prices. Refining is a manufacturing process that converts crude oil into usable products such as diesel, jet fuel and...
Initial Public Offerings: Catching up with the Master Limited Partnership Class of 2012
Thirteen energy-focused master limited partnerships completed initial public offerings (IPO) this year--three shy of the all-time record set in 2006. In the past, investing in fledgling publicly traded partnerships has proved to be a winning...
12/19/12: Put Coal in Your Stocking
Focus list holding Peabody Energy Corp (NYSE: BTU) released updated guidance for first quarter of next year and full-year 2013. The forecast calls for Australian operating expenses to increase by about 10 percent in the...
12/18/12: Petroleum Geo-Services’ 2012 Capital Markets Day
Focus List holding Petroleum Geo-Services (Oslo: PGS, OTC: PGSVY) hosted its annual Capital Markets Day today. Although management reaffirmed that the market for marine seismic services remains robust, the company did indicate that 2012 earnings...
Mind the Differentials
There’s no easy answer to the deceptively simple question, “What’s the price of crude oil?” Many US investors will tell you that oil fetches about $86 per barrel--the current price of near-month futures traded on...
Moving to Canada
On Oct. 31, 2006, Finance Minister Jim Flaherty announced that the Canadian government would start taxing royalty trusts as corporations on Jan. 1, 2011. A frantic selloff ensued, wiping out about CAD35 billion worth of...
Top Canadian Energy Stocks
Suncor Energy (TSX: SU, NYSE: SU) Suncor Energy became Canada’s largest integrated oil company after its 2009 merger with Petro-Canada, a blockbuster deal that included additional acreage in western Canada's oil sands, as well as...
US Economic Outlook: Slow and Steady Growth
Longtime readers will recall that in early 2012 we called for US economic growth to slow and the stock market to pull back in a repeat performance of the summer swoons that occurred in the prior...
TRENDING TOPICS
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...
A Changing of the Guard in Midstream Master Limited Partnerships
Once a month, Elliott Gue and I host a free-ranging online chat with Energy & Income Advisor subscribers that lasts until all questions are answered....
08/25/17: Hurricane Harvey
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07/21/17: Thoughts on Kinder Morgan’s Guidance and Second-Quarter Results
Kinder Morgan (NYSE: KMI) announced that the company plans to increase its distribution to an annualized rate of $0.80 per share, starting with the disbursement in...