Elliott H. Gue
5/30/24 Capitalist Times Live Chat
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What We’re Looking For in the Rest of Q1 News and Numbers
Seven Model Portfolio companies have now announced their Q1 earnings and updated guidance. We highlight their results in the feature article, along with what they mean as bellwethers for the rest. Here’s when to expect...
Wake Up: Energy is a Growth Business
We’re entering a busy time of year here at Energy & Income Advisor. It’s quarterly earnings season, a time when we listen to earnings calls from dozens of energy companies – producers, refiners, midstream energy...
4/30/24 Capitalist Times Live Chat
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Portfolio Strategy: Good News from Our Last Reporters
Q4 and full year financial filings are always far more complex than quarterly results. Smaller companies especially need more time to complete them. So it’s no surprise the data we receive as investors is always...
3/28/23 Capitalist Times Live Chat
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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...
Portfolio Strategy: Adding Some High Yield Energy
A month ago, we highlighted Q4 results and guidance updates for the four early reporters in the EIA Model Portfolio. The feature article focuses on the rest, with the exception of CrossAmerica Partners (NYSE: CAPL)...
2/29/24 Capitalist Times Live Chat
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What We’ve Learned from First Reporters
Four EIA model portfolio companies have announced their Q4 results and updated 2024 guidance to date. They are: Baker Hughes Co (NYSE: BKR, Kinder Morgan Inc (NYSE: KMI), SLB Ltd (NYSE: SLB) and Valero Energy (NYSE:...
Natural Gas, Chesapeake and Southwestern
Late last week, Chesapeake Energy (NYSE: CHK) announced a long-rumored, and eagerly anticipated, offer to acquire fellow gas-focused producer Southwestern Energy (NYSE: SWN) in an all-stock deal. Of course, this is just the latest in...
1/30/24 Capitalist Times Live Chat
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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...
5 Ways to Protect and Grow Your Wealth Through the Coming Energy Crisis
Please click the links to download your new reports in PDF format. The End of Easy Oil: Offshore and Overseas Uranium's Third Supercycle: The Case for Nuclear Energy's Greatest Value America's Forgotten Fuels,...
12/28/23 Capitalist Times Live Chat
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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...
11/30/23 Capitalist Times Live Chat
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The Orlando MoneyShow 2023 Presentations
Here are Elliott Gue and Roger Conrad's slide presentations from the October 2023 Orlando MoneyShow. We hope you will find them informative and useful. Finding Value in Energy The Next Step of the Energy Supercycle...
Alert: Notes On Chevron and Hess
Yesterday, oil giant Chevron (NYSE: CVX) announced a $59.4 billion all-stock deal to acquire Hess Corp. (NYSE: HES), a stock we initially recommended in the Actively Managed Portfolio back on April 21st. This marks the...
Renewable Energy Fact and Fiction
Good energy, bad energy: That’s pretty much the nature of the renewables vs fossil fuels “debate” these days in the US and globally. And the loudest voices are increasingly political, with little to do with...
TRENDING TOPICS
TC’s South Bow Spinoff: Stick With Both Pieces
It’s been roughly three weeks since TC Energy Corp (TSX: TRP, NYSE: TRP) spun off its oil and liquids pipeline operations as a new company,...
Talking Top Energy Stocks: Oil, Gas, Uranium and Coal Breakdown
I sat down yesterday with Steve Barton of In It To Win It for a deep dive on the energy sector. We talked about major...
Deep Sector Dive: Top Stock Buys in Energy and Utilities
This week, Elliott and I sat down with MoneyShow's Mike Larson to talk about how plenty of profit opportunities remain for energy investors in both...
Exxon Mobil Acquires Pioneer Natural Resources
Effective May 3rd, Exxon Mobil (NYSE: XOM) has closed its acquisition of Model Portfolio holding Pioneer Natural Resources (NYSE: PXD) in an all-stock deal. Pioneer...