Energy Bonds Are Ripe Again
Nothing incites investor panic like a fast-falling safe haven. But the Federal Reserve’s Monday announcement abruptly calmed what had been a growing rout in corporate as well as municipal debt. What’s left now is a massive supply of bonds with the highest yields since 2008.
What’s Going On With Midstream?
Saudi Arabia’s decision last weekend to crank up production was the last straw for oil prices, already depressed by demand concerns resulting from global reaction to the spread of COVID-19.
Q4 Verdict: Our Midstream Distributions are Safe and Worth Buying
Q4 results have three clear takeaways: The midstream sector stress test is well underway; best-in-class midstream companies have made needed adjustments; and no love from investors has created a major opportunity to lock in extremely high, sustainable yields.
The Wuhan Coronavirus: Don’t Make Simplistic Comparisons to SARS
It’s not hard to see the sell-off in oil prices and energy stocks in recent weeks has broadly corresponded to the spike in news interest surrounding the Wuhan Coronavirus. But, here’s the good news.
Kinder Passes Midstream’s Stress Test, Who’s Likely to Follow
Recently released Q4 results from some giant oil services providers have flashed a clear warning to investors in US midstream energy companies:There’s a sector-wide stress test in progress, and it’s not likely to let up at least until the second half of 2020.
Why We’re Buying Enterprise Products Partners Now
The Alerian MLP Infrastructure Index has dropped more than 20 percent since late July. The chief catalyst for the most recent decline: Growing concern that falling North American rig deployment will stall oil and gas production in 2020.
Why We’re Still Bullish on Energy Transfer LP
What’s it going to take for Energy Transfer LP (NYSE: ET) to get a little respect?
The Hammer Falls on Sanchez: Who’s Next?
Eagle Ford, Texas-based midstream company Sanchez Midstream Partners (NYSE: SNMP) eliminated its quarterly distributions this week after the bankruptcy filing of its largest customer and general partner, Sanchez Energy Corp (OTC: SNECQ). The important question for most energy sector investors now is where the hammer will fall next.
Fear Rules But Q2 Earnings Measure Up
Second quarter results and guidance updates are now all in for Actively Managed Portfolio companies. Investors fleeing energy aren’t paying attention to the mostly positive numbers and guidance we’ve highlighted. But they continue to indicate a powerful reversal higher, particularly if oil prices can hold their summer trading range of $50 to $60 a barrel.
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Live Chat with
Elliott and Roger on Mar. 31, 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