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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

Natural Gas Outlook and Portfolio Focus

The breakout of oil prices above $80 globally and $70 in North America have justifiably grabbed the headlines. But when it comes to most energy stocks, the outlook for natural gas is at least equally important to returns.

This issue of Energy and Income Advisor, we highlight current natural gas market dynamics and our near and longer-term forecast for supply, demand and prices. We then zero in on developments at several of the more natural gas heavy names in our EIA Actively Managed Portfolio and Focus List.

The Outlook for Gas

Since the end of 2011, the average weekly closing price for front-month US natural gas futures is roughly $3.15/MMBtu, in-line with the current price of $3.12/MMBtu. In the short term, US gas storage levels are at the lowest levels in 15 years, supply growth is constrained and demand remains robust. That could lead to a spike in NYMEX gas futures to $4/MMBtu or higher this winter.

EIA Portfolios: Simplifying our Strategy For an Emerging Bull Market

In the previous issue, Roger and I shared a round table with Energy and Income Advisor readers, synthesizing discussions we’ve had on a wide range of “Big Picture” topics, including developments in the still red-hot Permian Basin, the latest on regulatory headwinds and trends and our key takeaways from Q2 earnings, including potential MLP to corporation conversions.

Subsequently, we updated our comments, numbers and advice on each of the companies tracked in our three coverage universes, which are explored in tabular form under the “Portfolios” tab on the EIA website:

• EIA Producers and Drillers
• MLP and Midstream
• International Coverage Universe

This issue, we’re putting it all together in a comprehensive discussion of strategy, including the upcoming simplification merger of the current three EIA Portfolios into one Active Portfolio.

Roundtable: Our Views on Q2 Earnings, Picking Permian Basin Targets, MLP Corporate Conversion, 2018 Political Risks and More

Talking Point #1: The Permian Basin of West Texas and New Mexico

– Roger Conrad (RC): Elliott, a lot has happened in the energy sector since the Roundtable discussion you and I had following MLP & Energy Infrastructure Conference. But the most striking development to me is how, despite what seems to be an endless legion of skeptics, the action in the Permian Basin just keeps heating up.

Oil Services: Timing the Inflection Point

We eagerly anticipate earnings results from diversified service giants Halliburton and Schlumberger each quarter because no companies have a better big picture 30,000-foot view of industry conditions and trends in all major oil and gas-producing regions of the world.

In fact, careful analysis of comments and industry “read-through” from these two companies were a major factor in our 2014 call for a major decline in oil prices. In the most recent quarter, comments on the conference calls for both companies have important implications both for existing Focus List recommendations and a new addition to our Focus List and Active Portfolio.

A 30,000 Foot View of the Global Energy Industry Today

Oil services giants Halliburton (NYSE: HAL) and Schlumberger (NYSE: SLB) are two of the most important energy companies to watch during quarterly earnings season.
That’s not because they’re the biggest companies in the energy patch; after all, super oil Exxon Mobil (NYSE: XOM) is nearly 4 times the size of Schlumberger by market capitalization. However, no companies have more insight into trends in the global energy industry, new technologies gaining traction in the field and producer activity levels than these two firms.

07/26/18 July Live Chat

Elliott Gue and Roger Conrad will host the Energy & Income Advisor’s next Live Chat on July 26, 2018, at 2:00 p.m. ET. This is your opportunity to ask questions about the latest developments in the economy and energy patch.

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

    Elliott and Roger on Sep. 27, 2018

  • Portfolios & Ratings

    • Model Portfolios

      Balanced portfolios of energy stocks for aggressive and conservative investors.

    • Coverage Universe

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

    • MLP Ratings

      Our assessment of every energy-related master limited partnership.

    • International Coverage Universe

      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