Portfolio Housekeeping: Taking Partial Profits and a Focus List Update
We take some profits off the table in some of our big winners and add a Canadian energy stock to our Focus List after a recent selloff.
Tune In, Drop Down
We explore the reasons behind drop-down master limited partnerships’ recent underperformance and make the case for some of our favorite stories in this category.
Let’s Get Cracking: Playing The US Petrochemical Boom
A wave of incremental ethane cracking capacity sited on the US Gulf Coast will come onstream over the next several years. We examine the implications and the best ways for investors to profit.
The Blacklist: Eight Energy Stocks to Avoid in 2017
Elliott Gue and Roger Conrad highlight eight energy stocks investors should avoid in 2017.
OPEC, Oil Prices and Our Best Ideas
We share our take on OPEC’s agreement to reduce oil production, our outlook for the price of West Texas Intermediate and our best ideas in the current market.
Something for Everyone: Seven International Energy Stocks to Buy Now
We highlight seven international energy stocks for your consideration.
International Coverage Universe: Key Takeaways from Third-Quarter Earnings
Here are our key takeaways after reviewing third-quarter results and conference calls from the more than 90 stocks in our International Coverage Universe.
Top Energy Stocks for 2017
Elliott Gue and Roger Conrad highlight their top 10 energy stocks for 2017, with an emphasis on the names that offer the best risk-reward propositions.
New Additions
After attending the DUG Midcontinent conference and reviewing third-quarter results, we have added two midstream operators to the MLP Portfolio’s aggressive sleeve.
Quarterly Check-Up
A number of our Model Portfolio holdings have reported third-quarter results. We look at how they fared and analyze their future growth prospects.
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Live Chat with
Elliott and Roger on Sep. 26, 2017
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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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Peter Staas
Managing Editor: Capitalist Times and Energy & Income Advisor