International Energy Portfolio — Conservative Holdings
We introduce the 10 holdings in the International Energy Portfolio’s conservative category.
11/20/13: A Secondary Chance to Buy
Units of Oiltanking Partners LP (NYSE: OILT) tumbled by 10.7 percent after the master limited partnership (MLP) announced a secondary offering of $2.6 million common units at $61.65 apiece.
Movers and Shakers in Crude-Oil Transportation and Storage
Here are some of our favorite transportation and storage ideas to profit from the upsurge in North American crude-oil production and continued volatility in regional pricing.
Upstream Update, Canadian Edition
With the price differential between West Texas Intermediate and Western Canada Select crude oils widening to almost $40.00 per barrel, investors should expect volatility in Canada’s upstream space. We highlight our top picks to buy on a pullback and two higher-risk names to avoid at all costs.
10/30/13: Lightstream Resources Downgraded to Sell
A dividend cut appears inevitable for Lightstream Resources (TSX: LTS, OTC: LSTMF), which earlier this month issued a third-quarter production update that contained considerably more negatives than positives.
Spotlight on North America
The shale revolution has enabled the US to grow its oil production for the first time in decades and overtake Russia as the world’s leading producer of natural gas. These dramatic changes in the North American energy landscape have created a host of profitable opportunities for savvy investors–and a number of pitfalls.
We review our price outlook for oil and natural gas in Canada and highlight our top three midstream names that operate north of the border. The recent decline in the price of Western Canada Select crude oil and the Canadian dollar have precipitated a slight pullback in these three stocks, giving investors an excellent buying opportunity.
We then turn our attention to recent developments in the US market and explain why recent drilling efficiency gains reinforce our view that natural-gas prices won’t eclipse $5.00 per million British thermal units. These developments have depressed the valuations of contract drillers that specialize in onshore rigs, giving investors an excellent opportunity to buy into this turnaround story.
Canada’s Midstream Marvels
Shares of our favorite Canadian midstream operators have pulled back in recent weeks, giving investors with a longer time horizon an ideal buying opportunity.
Price Check on Canadian Oil and Gas
What stands between Canadian energy producers and higher price realizations on their oil and gas output? Takeaway capacity. We lay out our outlook for energy prices north of the border.
10/10/13: More M&A Activity in MLP Land
Regency Energy Partners LP (NYSE: RGP) today announced a bid to acquire PVR Partners LP (NYSE: PVR), one of the the struggling master limited partnerships (MLP) that we recently identified as potential takeover targets.
Earning an Upgrade
Among the Focus List holdings that have rallied above our buy targets this fall, we have upgraded four high-quality names that stand to benefit over the next 12 to 18 months from identifiable upside catalysts.
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Live Chat with
Elliott and Roger on May. 30, 2019
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Coverage Universe
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
MLP Ratings
Our assessment of every energy-related master limited partnership.
International Coverage Universe
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