Elliott H. Gue
2/24/22 Capitalist Times Live Chat
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Portfolio: Some Big Picture Takeaways from Q4 Results So Far
So far this Q4 earnings reporting season, we’ve heard from 15 of the companies in our Model Portfolio and High Yield Energy List. In the January 27 issue Feature article, we highlighted results at bellwether...
Earnings, Russia and the Fading Shale Boom
At this time 14 of the 21 energy companies in the S&P 500 have reported quarterly earnings and we’ll continue to update all portfolio recommendations in coming issues and flash alerts. In this week’s update...
Feature Roundtable: What the Early Reporters Tell Us About 2022
Editor’s note: Q4 earnings reporting season has only just begun. But there’s plenty to glean from what companies have said so far, on their own prospects as well as what lies ahead for the energy...
Portfolio: Reloading for the Energy Cycle’s Next Phase
This month, we’re dropping three stocks from the EIA Model Portfolio: The second half of our original position in Brookfield Renewable Partners (TSX: BEP-U, NYSE: BEP), Northland Power Inc (TSX: NPI, OTC: NPIFF) and Texas...
1/27/22 Capitalist Times Investing Live Chat
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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...
Our Top Six Picks for 2022
One of the most common questions we receive from readers—especially during our monthly webchats—is what our “absolute top pick” is at any given moment. And as many of you have no doubt noticed, we typically...
12/30/21 Capitalist Times Investing Live Chat
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12/27/21 Commodity Price Update and our 2022 Outlook
West Texas Intermediate (WTI) crude oil prices tumbled as much as 22.5% on a closing basis between late-October and early December while natural gas futures have plummeted over 42% from early October highs over $6.31/MMBtu...
11/30/21 Capitalist Times Investing Live Chat
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Portfolio: Bumping Up the High Yield Energy List
May 2019 was a tough time to launch our High Yield Energy Target List, on the eve of the historic collapse of oil and gas prices. But 30 months in, we’re at a decidedly better...
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...
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...
10/28/21 Capitalist Times Investing Live Chat
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Portfolio: What We’re Expecting from Q3 Results
The following article highlights briefly what we’re expecting in Q3 earnings for all of the companies in our Model Portfolio and on the High Yield Energy List. After markets close on October 20, Kinder Morgan...
The New Energy Crisis
For the first time in four decades, inflation is a key risk in the US and other developed economies. Indeed, according to the University of Michigan survey, US consumers expect annualized inflation of close to...
A New Energy Supercycle
Stocks featured in this article include EOG Resources (NYSE: EOG), Pioneer Natural Resources (NYSE: PXD), Exxon Mobil (NYSE: XOM), Occidental Petroleum (NYSE: OXY) and Schlumberger (NYSE: SLB). Earlier this month, the Petrol Retailers Association (PRA),...
9/30/21 Energy & Income Advisor Live Chat
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8/31/21 Energy & Income Advisor Live Chat
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TRENDING TOPICS
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.
Natural Gas Tumbles Below $3.50/MMBtu
Some readers have asked for an update on our outlook for US natural gas prices considering the near 70% plunge in front-month gas futures since...
Beware (Some) Energy Companies’ Floating Rate Debt Bomb
Q4 earnings reporting season is still more than month off for the energy sector. But midstream leader Kinder Morgan (NYSE: KMI) has announced its preliminary...
Midstream Dividends Rising Again, Prices To Follow
Forget the Fed, Russia and windfall profits tax threats. The big news in energy this week is dividend increases, most impressively at Model Portfolio midstream...