Elliott H. Gue
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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7/27/23 Capitalist Times Live Chat
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The Nuclear Option
In the June 2, 2023 Issue of Energy & Income Advisor, “4 Trends to Shape Energy Returns for the Rest of 2023,” we highlighted 3 key reasons we believe there’s more intermediate-term upside for natural...
MVP Moves Ahead–What’s Next for North American Pipelines
The outcome is a monument of the West Virginia congressional delegation, especially Senator Joe Manchin (D-WVA): After years of being blocked in the courts at enormous additional cost, the Mountain Valley Pipeline appears to be...
6/29/23 Capitalist Times Live Chat
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4 Trends to Shape Energy Returns for the Rest of 2023
Six months ago, in the November 29, 2022 issue of Energy & Income Advisor “Energy Stocks Soar Again: Now’s the Time to Makes a Few Moves,” we performed a comprehensive rebalancing of our Model Portfolio....
5/30/23 Capitalist Times Live Chat
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Best Bets on the Oil UpCycle
We’ve written extensively about our outlook for oil prices in 2023 since late last year. Simply put, our view has been that oil markets face conflicting forces this year – the potential for demand destruction...
Baker and Kinder Report, What to Expect from the Rest
Results from first reporters frequently hold clues for what to expect when other companies release numbers and guidance. That’s the case for both bellwethers reporting so far in our model portfolio: Global services firm Baker...
4/27/23 Capitalist Times Live Chat
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Oil Bears Everywhere
On October 16, 2008 The New York Times published an opinion piece written by billionaire investing legend Warren Buffett titled “Buy American. I Am.” Investors of a certain vintage will recall it was the height...
Selloff in Progress: Patience is Your Friend
Energy stocks have continued to generally trend lower since the previous issue of EIA posted. The S&P Energy Index is now underwater -10.3 percent year-to-date. The Alerian MLP Index is at slightly less than breakeven,...
Dry Powder and Dream Buys
Even the strongest sectors aren’t wholly immune when the overall stock market comes under pressure. And other than a shrinking handful of technology names, that’s the case now. Last November, we began building cash in...
3/28/23 Capitalist Times Live Chat
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Q4 Earnings and Guidance Updates So Far
Editors’ note: We’re about halfway through Q4 earnings reports and guidance updates for EIA Portfolio recommendations. Here’s update on companies reporting so far. We highlighted Kinder Morgan Inc (NYSE: KMI) in the January 19...
2/28/23 Capitalist Times Live Chat
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Profiting from the Energy Supercycle
Roger Conrad and Elliott Gue discuss all things energy, including a look at some of our top recommendations for 2023.
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...
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:...
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...
Kinder/NextEra Deal A Win for Both Parties
This morning, Kinder Morgan Inc (NYSE: KMI) announced it will buy NextEra Energy Partners’ (NYSE: NEP) STX Midstream natural gas pipelines for $1.815 billion. The...