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  • Roger S. Conrad

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth.

Roger built his reputation with Utility Forecaster, a publication he founded more than 20 years ago that The Hulbert Financial Digest routinely ranked as one of the best investment newsletters. He’s also a sought-after expert on master limited partnerships (MLP) and former Canadian royalty trusts.

In April 2013, Roger reunited with his long-time friend and colleague, Elliott Gue, becoming co-editor of Energy & Income Advisor, a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector.

Although the masthead may have changed, readers can count on Roger to deliver the same high-quality analysis and rational assessment of the best dividend-paying utilities, MLPs and dividend-paying Canadian energy names.

Articles

Our Views On Super Majors

In this issue of Energy and Income Advisor, Elliott and I highlight another Roundtable. This time, it’s our views on the giants of the energy investing universe: Super majors, the world’s biggest non-government oil and natural gas producers.

Following the template of our past Roundtables, we focused our comments on several key talking points: (1) Our general view of super majors as investments now; (2) Super majors’ success (or lack thereof) in keeping up with the latest technologies, processes and investment opportunities in the energy space; (3) The importance of super majors’ ongoing diversification efforts, (4) The relative importance of litigation, regulation and political turmoil to our analysis of super majors and (5) Our top recommendations of the super majors.

Roundtable: Our Views On Super Majors

Talking Point #1: What’s your general view of the super major oils at this time?

• Roger Conrad (RC): I became a shareholder of Chevron Corp (NYSE: CVX) when it acquired the former Texaco, which I believe was actually the first stock I ever bought. I was fresh out of business school and made an investment in Texaco’s dividend reinvestment plan, and I’m happy to report that I literally make more in dividends every year than my original investment.

Model Portfolios: Simplifying our Strategy

Starting in September, we’re taking a giant step to simplify our Energy and Income Advisor Portfolio strategy.

Our 3 Model Portfolios are divided into “Conservative” and “Aggressive” Holdings. The Conservative stocks are intended to be bedrock positions, where our objective is long-term capital appreciation and in most cases a rising stream of income. The Aggressive stocks carry more risk but also more upside potential and often very high yields to reward your wait.

Our Views on Q2 Earnings and More

Two months ago, Elliott and Roger shared a round table with Energy and Income Advisor readers, essentially a written transcript of discussions we had following the 2018 MLP & Energy Infrastructure Conference (MEIC). This issue, we return to that format with a wide-ranging discussion of energy sector issues affecting investors.

What follows is a condensed version of our conversations of recent days surrounding three key talking points:

1 | Developments in the Permian Basin, still the world’s hottest shale oil region and increasingly a hotbed for M&A;

2 | The latest on regulatory headwinds, including a referendum in Colorado and a first look at the potential impact of November 2018 elections on the US shale industry;

3 | Key takeaways from Q2 earnings, including the latest word from management teams on potential MLP to corporation conversions.

Subscribe today to receive a sample issue of EIA
  • Live Chat with

    Elliott and Roger on Nov. 26, 2019

  • 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