Electric Vehicles: No Love for Automakers or Battery Manufacturers
Automakers and battery manufacturers aren’t the best options for investors seeking to profit from electric vehicles.
Portfolio Makeover
Simplification transactions—where the general partner and limited partnership merge to eliminate incentive distribution rights—have become all the rage among master limited partnerships (MLP). As part of our efforts to make Energy & Income Advisor more user-friendly, we’ve undertaken a simplification push of our own, consolidating the three model portfolios into a single, actively managed strategy that includes specific position sizes.
Focus List: Upgrades and Downgrades
Solid first-quarter results prompted us to increase our buy targets for two of the names on our Focus List. Although the midstream and upstream names on our Focus List have outperformed, we have decided to part ways with one laggard.
Prepping for the MLP Association’s Annual Investor Conference
The recent rally in oil prices has helped the exploration and production companies on our Focus List to catch up with the commodity. However, we continue to find favorable risk-reward propositions in the midstream space as we prepare for the MLP Association’s annual investor conference.
This Week in Master Limited Partnerships: Deals and Distribution Cuts
This weeks’ earnings announcements and conference calls highlighted the likelihood of further consolidation in the MLP space.
Q1 Earnings: So Far, So Good for Focus List
First-quarter earnings season has been good to the names on our Focus List.
Key Takeaways from Q1 Earnings: LNG, Deepwater and the Permian Basin
First-quarter earnings season is in full swing for the energy sector, with the major integrated oil and gas companies and the diversified oil-field service companies reporting results this week. Here’s a quick rundown of some of our key takeaways from the action.
Electric Vehicles: Best Investment Ideas for the Transition
We run through a number of industries with leverage to the electricification of transportation, highlighting potential pitfalls for investors to avoid and the businesses that offer the most near-term upside.
Electric Vehicles: Focus on the Pie on Your Plate, Not the Pie in the Sky
In picking stocks with exposure to electric vehicles, we aim to identify names that also offer leverage to near-term upside catalysts.
Too Much of a Good Thing: WTI-Midland Trades at a Discount to the Gulf Coast
Surging oil production from the Permian Basin and insufficient takeaway capacity means that West Texas Intermediate delivered to Midland, Texas, trades at a widening discount to Brent and Light Louisiana Sweet crude oils. We examine how long this arbitrage opportunity could last and which energy companies stand to benefit.
Live Chat with
Elliott and Roger on Oct. 29, 2020
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
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor