Elliott H. Gue
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...
Q3 Results and What to Expect From Them
Here’s when our Energy and Income Advisor portfolio companies have either stated or else are projected to announce their calendar Q3 results. The second date shown is when to expect the next dividend declaration, with...
10/26/23 Capitalist Times Monthly Live Chat
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Exxon’s Rumored Acquisition of Pioneer Natural Resources
On Thursday evening, The Wall Street Journal reported energy supermajor Exxon Mobil (NYSE: XOM) is close to a deal to acquire Pioneer Natural Resources (NYSE: PXD) in a massive takeover worth roughly $60 billion. As...
When to Expect Q3 Results and What We Expect From Them
Last month, we highlighted the generally positive Q2 results and upbeat guidance for our Energy and Income Advisor portfolio recommendations. Here’s when to expect Q3 results, with the first date for earnings and the second...
9/26/23 Capitalist Times Live Chat
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Rounding Up the Q2 Results
We’ve highlighted what’s important in Q2 numbers for several portfolio companies in the past two issues of Energy and Income Advisor. Here’s the roundup of the rest. Black Stone Minerals LP (NYSE: BSM)—Buy<16 The royalty...
Oil Market Balances Tilt Bullish
Through the first 7 months of 2023, our outlook has been for oil to remain mired in a range due to the opposing forces of bearish demand-side threats and a continued bullish supply backdrop. Specifically,...
8/29/23 Capitalist Times Live Chat
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TRENDING TOPICS
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...
Misunderstood Merger: EQT/Equitrans is a MoneyMaker
We’ve commented frequently on the industrial logic of recombining Equitrans Midstream (NYSE: ETRN) with its former parent, natural gas-weighted producer EQT Corp (NYSE: EQT). And...
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...