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  • 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

Six Great Energy Picks for 2022

For energy investors, 2021 will go down as one of the best ever. Benchmark North American crude oil started the year priced well under $50 a barrel but finished at around $77, after spending much of it over $80. Natural gas went from under $2.50 per million BTUs to nearly $6.50, before settling at $3.76.

More than anything else, the commodities’ strength was responsible for lifting the S&P 500 Energy Index and Alerian MLP Index to memorable gains of 53.6 and 39.1 percent, respectively. And as we highlight throughout this issue, a well-chosen portfolio of individual energy stocks did even better.

Wise stock picking in energy mattered just as much in 2021 with the cycle turning higher as it has the past several years when the downside prevailed. And the same will be true in 2022 as the cycle enters its next phase.

The Cycle Broadens

All 21 energy stocks in the S&P 500 have reported quarterly earnings, beating aggregate earnings expectations by more than 14%, the second highest of any sector in the S&P 500.

Overall, energy stocks have tended to sell off around 1.6% on average in the five trading days following their release. Nonetheless, that looks like little more than a minor bout of profit-taking when you consider energy remains the top-performing groupmind the S&P 500 on a trailing 12-month, year-to-date and even quarter-to-date basis.

As we’ve written before in Energy & Income Advisor, the producers tend to lead in the early stages of a new energy upcycle with the rally then broadening out to include other groups like services and refiners. We see clear evidence in Q3 results that we’re reaching that inflection point for several key groups.

Two for the Watchlist

As noted in the portfolio update this week, our only oil and gas services recommendation in the model portfolio right now is Schlumberger (NYSE: SLB). That’s been the right move as shares in SLB are the top-performing of the Big 3 services names over the past year.

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  • Live Chat with

    Elliott and Roger on Jun. 29, 2022

  • Portfolios & Ratings

    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