International Update
After poring over second-quarter results, we’ve updated our comments on the more than 80 Canadian and Australian energy stocks in our International Coverage Universe. Here are some of our key takeaways from this process.
LNG Update
During our most recent Live Chat, we received a number of questions about liquefied natural gas (LNG) and shipping companies that specialize in transporting this commodity. Here’s our updated view on this market and our favorite names.
MLP Portfolio: Staying the Course
The midstream master limited partnerships in our model Portfolios generally posted solid second-quarter results and appear to be headed in the right direction.
The Wide World of Midstream MLPs
Second-quarter earnings season is done and dusted for most master limited partnerships. Here are our updated take and buy targets for all the midstream names in our ratings table.
Second-Quarter Earnings: Highlights from the Portfolio
Second-quarter earnings season is in full swing. We analyze the results and outlooks for a number of our Portfolio holdings that have reported.
Schlumberger and Halliburton Call the Bottom: Now What?
Schlumberger and Halliburton’s management teams called a bottom in the North American oil-field services market, but the timing, pace and magnitude of the recovery may disappoint investors.
International Intrigue
Our International Portfolio’s conservative allocation weathered the selloff in energy-related equities with aplomb and has continued its strong performance in 2016. The handful of names in our aggressive sleeve have also rallied hard this year. We revisit out strategy for the back half of the year.
Midstream and MLP Update
The past few weeks have brought a number of important transactions involving midstream operators and master limited partnerships. We share our take and analyze their implications.
Portfolio Moves
We took advantage of the recent rally in energy stocks to exit three of the riskier names in our MLP Portfolio. Meet their replacements.
Three Growth Themes for MLP Investors
We highlight some of the key growth themes investors should keep in mind as they position for the next few years and highlight the MLP Portfolio holdings that stand to benefit from these opportunities.
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Live Chat with
Elliott and Roger on Jul. 27, 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