Elliott H. Gue
8/24/22 Capitalist Times Live Chat
Please click here to download a transcript of the chat in PDF format.
Elliott Gue On MarketWrap with Moe Ansari
I recently sat down with MarketWrap's Moe Ansari to discuss current investment trends in the energy sector. Click here and forward to the 20:17 mark for a replay of our conversation.
7/27/22 Capitalist Times Live Chat
Please click here to download the Chat transcript in PDF format.
Stay Patient as Energy Values Appear
So far this month, Berkshire Hathaway (NYSE: BRK/B) has announced purchases of 27 million and 12 million shares of long-time EIA recommendation Occidental Petroleum (NYSE: OXY). As a result, the giant investment and insurance firm...
Mid-Year Commodity Update
The dollar, pipeline regulations, Biden, the mid-terms, Saudi Arabia, Big Oil’s “greed,” and the war in Ukraine… The mainstream and financial media’s efforts to explain the wild swings in crude oil so far this year...
6/29/22 Capitalist Times Live Chat
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Russia and the Next Phase of the Energy Super Cycle
This month, we hosted a live 30-minute presentation for MoneyShow, highlighting our big picture outlook on a range of topics as well as top recommendations. We present it here as this issue’s feature article.
Portfolio: Another Look at Dream Buys
The prices you see in the “Rating” column of our Portfolio and coverage universe tables are highest recommended entry points. We base them on a combination of business quality and valuation factors. And the result...
5/25/22 Capitalist Times Live Chat
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The Earnings Issue
The Nasdaq 100 has lost about -27 percent of its value so far this year. And the almost as technology-stock heavy S&P 500 isn’t far behind at roughly -18 percent. Throw in the collapse of...
Feature: Key Takeaways from Q1 Earnings and Guidance Updates
Q1 earnings reporting and guidance updates are now all in for our EIA Model Portfolio and High Yield Energy List recommendations. Here are the key takeaways for each of them. Note that we’ve broken our...
Portfolio: The Shift is On
Investment in new oil and natural gas production and supporting infrastructure continues to badly lag the level of previous cycles. That promises to keep supply in catch up mode to demand for years to come....
4/27/22 Capitalist Times Live Chat
Please click here to download the Live Chat transcript in PDF format.
Feature: Riding Canada’s Energy Comeback
Seven months ago, we highlighted five reasons for patient energy investors to take positions in best in class Canadian energy companies: The bottoming of the global energy price cycle, which is shaping up as one...
Portfolio: Upcoming Q1 Earnings and a High Yield List Swap
Q1 earnings reporting and guidance updates are rapidly approaching for EIA Model Portfolio and High Yield Energy List recommendations. Here are the announced and expected dates: Baker Hughes (NYSE: BKR)—April 20Black Stone Minerals LP (NYSE:...
US/EU Natural Gas Pact and Two New Portfolio Additions
Please click here to download this update in PDF format. You’ve probably seen the headlines about a deal between the US and European Union aimed at reducing Europe’s dependence on Russian fossil fuels. One centerpiece...
Russia and the Next Stage of the Energy Cycle
Earlier this month, global oil prices hit a 13-year high of nearly $140 a barrel. This week, they’ve backed off substantially. As this issue of Energy and Income Advisor goes to post, Brent crude...
Feature: Many Happy Returns
Editors’ note: This is part three of our feature article series on Q4 earnings and guidance for our recommended Portfolio and High Yield Energy List companies. This edition covers the last seven reporters. In the...
Feature: Many Happy Returns
Editors’ note: This is part three of our feature article series on Q4 earnings and guidance for our recommended Portfolio and High Yield Energy List companies. This edition covers the last seven reporters. In the...
TRENDING TOPICS
Magellan Gets an Offer: Here’s What it Means for Midstream
Midstream energy M&A entered a new stage this past weekend: ONEOK Inc (NYSE: OKE) offered $25 in cash and 0.667 of its own shares for...
Oil Bears Everywhere
On October 16, 2008 The New York Times published an opinion piece written by billionaire investing legend Warren Buffett titled “Buy American. I Am.” Investors...
Profiting from the Energy Supercycle
Roger Conrad and Elliott Gue discuss all things energy, including a look at some of our top recommendations for 2023.
Natural Gas Tumbles Below $3.50/MMBtu
Some readers have asked for an update on our outlook for US natural gas prices considering the near 70% plunge in front-month gas futures since...