• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages
  • Roger S. Conrad

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

Feature: Q4 Earnings Roundtable

We follow up last month’s Q&A with comments based on what we’ve seen in energy companies’ Q4 results and guidance for 2021, since the previous issue of EIA earlier this month. Save the date for our next members-only web chat on February 25 starting at 2 pm for more on individual companies and other questions.

Portfolio: More Numbers, Guidance and a Merger

Energy Transfer LP (NYSE: ET) is buying fellow High Yield Energy List member Enable Midstream Partners (NYSE: ENBL) in an all-stock deal valued at $7.2 billion, including assumed debt. The purchase includes the general partner interest held jointly by Centerpoint Energy (NYSE: CNP) and OG&E Energy (NYSE: OGE), both companies’ combined nearly 80 percent limited partner interest and the remaining publicly traded shares.

Energy Stocks: Bullish on Dividends

The vast majority of energy companies have yet to report Q4 earnings and to update investors on guidance. Most have, however, now declared their dividends for winter quarter 2021. And encouragingly, all that have so far have elected to either maintain or increase payouts.

To be sure, the number of energy companies growing dividends is still small, especially relative to a few years ago. We continue to expect more of the best in class companies and MLPs to follow Enterprise Products Partners’ (NYSE: EPD) lead in returning to a policy of regular increases. But given concerns about the economy and the sector’s inability to raise capital on reasonable terms, managements will likely stay conservative with their cash this year.

Rock Bottom Prices Ready to Rise

The year just passed will go down as one of the most turbulent for energy investors. There were dramatic ups and downs for prices of the raw commodities, including a brief but for some devastating period of negative benchmark oil prices.

Share prices up and down the oil and gas value chain dramatically underperformed the broad stock market, even while anything smelling of renewable energy was bid to the sky. There were also more sector dividend cuts than any period in history, in large part because the year was a final reckoning for many of the companies launched during the IPO boom of the previous decade.

It was a year when many investors threw in the towel for oil and gas entirely. In fact, tax selling is likely responsible for stalling what had been a respectable rally from early November.

Subscribe today to receive a sample issue of EIA
  • Live Chat with

    Elliott and Roger on Feb. 25, 2021

  • Portfolios & Ratings

    • Model Portfolios

      Balanced portfolios of energy stocks for aggressive and conservative investors.

    • Producers and Drillers

      Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.

    • MLPs and Midstream

      Our assessment of every energy-related master limited partnership.

    • International Coverage

      Roger Conrad’s coverage of more than 70 dividend-paying energy names.

    Experts

    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor