Elliott H. Gue
10/28/21 Capitalist Times Investing Live Chat
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Portfolio: What We’re Expecting from Q3 Results
The following article highlights briefly what we’re expecting in Q3 earnings for all of the companies in our Model Portfolio and on the High Yield Energy List. After markets close on October 20, Kinder Morgan...
The New Energy Crisis
For the first time in four decades, inflation is a key risk in the US and other developed economies. Indeed, according to the University of Michigan survey, US consumers expect annualized inflation of close to...
A New Energy Supercycle
Stocks featured in this article include EOG Resources (NYSE: EOG), Pioneer Natural Resources (NYSE: PXD), Exxon Mobil (NYSE: XOM), Occidental Petroleum (NYSE: OXY) and Schlumberger (NYSE: SLB). Earlier this month, the Petrol Retailers Association (PRA),...
9/30/21 Energy & Income Advisor Live Chat
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8/31/21 Energy & Income Advisor Live Chat
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Extraordinary Energy Values in a Zero Rate Environment
Where do you find stocks offering near double-digit yields backed by businesses repeatedly posting strong results? In this zero interest rate environment, our answer would ordinarily be “dream on.” But that’s exactly the kind of...
What Q2 Results Tell Us About Second Half 2021 Returns
Editors’ note: Here’s our post-Q2 earnings macro analysis, with a focus on what results and guidance say for returns on our recommended stocks for the rest of the year and beyond. Q. What was your...
What We’re Looking for in Q2 Results
Featured stocks in this article include Capital Product Partners LP (NSDQ: CPLP), CrossAmerica Partners (NYSE: CAPL), Kinder Morgan Inc (NYSE: KMI) and Pembina Pipeline (TSX: PPL, NYSE: PBA). Q2 earnings season is upon us with...
What’s Important from the Portfolio’s First Q2 Reporters
Stocks featured in this article: Kinder Morgan Inc (NYSE: KMI), Schlumberger Ltd (NYSE: SLB) and Texas Instruments (NYSE: TXN). Three Portfolio companies have released their results and updated guidance so far during Q2 earnings reporting...
7/29/21 Energy & Income Advisor Live Chat
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Mid-Year Commodity Outlook
Energy was the top-performing sector in the S&P 500 in the first half of 2021 jumping 45.61%, nearly triple the S&P 500’s 15.24% gain over a similar holding period. That represents the S&P 500 Energy...
Our Mid-Year Oil and Natural Gas Outlook Update
In the final issue of Energy & Income Advisor for 2020, “Rock Bottom Prices Ready to Rise,” we outlined a constructive view for crude oil prices based on three primary drivers: The ongoing recovery in...
6/30/21 Energy & Income Advisor Live Chat
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5/26/21 Energy & Income Advisor Live Chat
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Bringing Back the Buyers
So far in 2021, oil and gas stocks are far and away the stock market’s top- performing sector. In fact, capital gains alone for the S&P Energy Sector Index and Alerian MLP Index are more...
Q1 Earnings Roundtable Part 3
Editors’ Note: This is the third and final edition of a series of roundtable Q&A discussions focusing on Q1 results and guidance updates from management teams for 2021 and beyond. For more individual company analysis,...
What We’ve Learned from Early Reporters
Editors’ Note: This is the second in our series of roundtable Q&A discussions focusing on Q1 results and guidance updates from management teams for 2021 and beyond. For more individual company analysis, see this issue’s...
Portfolio: Ready for the Data Deluge
Here’s when the rest of the Portfolio and High Yield Energy List will announce Q1 earnings and update guidance: Brookfield Renewable Partners (NYSE: BEP, BEPC)—May 4ConocoPhillips (NYSE: COP)—May 4CrossAmerica Partners LP (NYSE: CAPL)—May 10Enable Midstream (NYSE: ENBL)—May 3Enbridge...
4/28/21 Energy & Income Advisor Live Chat
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TRENDING TOPICS
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...
Talking China: There’s a Big Opportunity in Energy
The eyes of the world are on fallout from Russia’s invasion of Ukraine. But energy investors would do well to instead check out my key...
Earnings, Russia and the Fading Shale Boom
At this time 14 of the 21 energy companies in the S&P 500 have reported quarterly earnings and we’ll continue to update all portfolio recommendations...
What Kinder’s Q3 Says About Midstream’s High Yields
The Alerian MLP Index has returned roughly 50 percent year to date. That compares to 22 percent for the S&P 500 and 27 percent for...