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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

Fresh Money Buys for Increasingly Bullish Times

Since the end of October, North American benchmark oil prices are up by nearly $10 a barrel, a percentage gain of 26 percent. And for once, energy stocks performed even better, with the S&P 500 Energy Index returning nearly 30 percent.

The Portfolio section highlights winners in our Model Portfolio and High Yield Energy List during a November when even the weakest scored percentage gains of close to 20 percent. And there’s every indication of a lot more to come in a sector we believe is shaping up for one of the fastest returns to favor in memory.

We’re taking advantage by adding some fresh picks to the Model Portfolio. See the Feature article for more on these stocks to buy now.

New Picks for Big Gains

One of the simplest ways to monitor the health of the global oil market is to watch the shape of the oil futures curve. Since the end of October, we’ve seen one of the fastest and most dramatic shifts in the futures curve in the past 20 years.

Portfolio: An Update on Strategy

Barring a recovery rally of unprecedented magnitude, it seems certain 2020 will go down as one of the worst years ever for oil and gas stocks, up and down the energy value chain.

Fallout from the pandemic temporarily knocked the bottom out of demand for refined products and fuels and turned a strategic retreat by producers into a full-on rout. And wild campaign rhetoric alleging an impending ban on hydraulic fracturing certainly didn’t help investors’ fear factor.

In Energy It’s Economics over Politics

At first glance, this may seem to be the US oil and gas industry’s darkest hour. The S&P 500 Energy Index’ -46.8 percent year to date return is a stark contrast to the broad S&P 500’s 8.7 percent. The first sector companies to report Q3 numbers have delivered a rather somber outlook. And just days before November elections, the presidential candidate ahead in opinion polls appears to have endorsed phasing out the use of fossil fuels.

It probably won’t surprise you that we see things a bit differently at Energy and Income Advisor. Running down our three coverage universes—“MLPs and Midstream,” “E&P and Services” and “Canada and Australia”—it’s hard not to notice prices and yields for stocks that reflect a worst case scenario of many more dividend cuts and even bankruptcies. And the clear takeaway is that investors are expecting the worst.

We’ve pointed out in the past that negative sentiment is usually at its most extreme at market bottoms. But equally, recovery requires the facts behind the gloom to change enough to bring back buyers.

First Thoughts on Q3 Results.

When you’re gearing up to ride a prospective recovery in a battered sector, it’s critical to be sure you’re riding the swiftest and surest horses. And that means keeping an eagle eye on individual company performance. Here are our initial takeaways from the Q3 earnings reports and guidance updates we’ve seen.

Energy M&A Questions and Answers

After a long hiatus, energy M&A has heated up this year, first with Chevron Corp’s (NYSE: CVX) takeover offer for Noble Energy (NYSE: NBL) and now the proposed merger of equals between Devon Energy (NYSE: DVN) and WPX Energy (NYSE: WPX). Here are our thoughts for long overdue sector consolidation.

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  • Live Chat with

    Elliott and Roger on Jan. 27, 2022

  • Portfolios & Ratings

    • Model Portfolios

      Balanced portfolios of energy stocks for aggressive and conservative investors.

    • Producers and Drillers

      Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.

    • MLPs and Midstream

      Our assessment of every energy-related master limited partnership.

    • International Coverage

      Roger Conrad’s coverage of more than 70 dividend-paying energy names.

    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