Elliott H. Gue

Oil and US Refiners

Just a few weeks ago, in early January West Texas Intermediate (WTI) crude oil prices were trading around $70/bbl and Brent was under $75/bbl, well off their late September peaks. The primary driver of weakness...

By |March 8, 2024|Alert, E-zine, PDF Archive|

Looking Back to Get Ahead

On average, Energy and Income Advisor portfolio stocks returned 15.3 percent in 2023, roughly 17 percentage points ahead of the S&P Energy Index in a generally underperforming year for energy stocks. We credit diversification and...

By |January 4, 2024|PORTFOLIO STRATEGY|

How We Fared in Q3

All of our Energy and Income Advisor portfolio companies have now released their calendar Q3 results and updated guidance. Here’s how they fared and what we expect to see as this energy upcycle unfolds. Note...

By |November 23, 2023|PORTFOLIO STRATEGY|

TRENDING TOPICS

Oil and US Refiners

Just a few weeks ago, in early January West Texas Intermediate (WTI) crude oil prices were trading around $70/bbl and Brent was under $75/bbl, well...

Energy 2024 Q&A Roundtable

Editors’ Note: We’d like to start this issue by wishing readers a Merry Christmas, a joyful holiday season and a happy start to the New...

Live Chat

with Elliott Gue and Roger Conrad

On 03/28/2024

Live Chat with Elliott Gue and Roger Conrad

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