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  • Roger S. Conrad

Extraordinary Energy Values in a Zero Rate Environment

By Elliott H. Gue on Aug. 30, 2021

Where do you find stocks offering near double-digit yields backed by businesses repeatedly posting strong results? In this zero interest rate environment, our answer would ordinarily be “dream on.”

But that’s exactly the kind of value the Energy and Income Advisor Model Portfolio and High Yield Energy Target List offer now. And Q2 numbers and guidance updates have once again proven their financial strength and upside leverage to the energy price cycle.

This issue’s Portfolio section has the run down for the 23 Portfolio and High Yield List companies that had not reported as of our previous EIA issue—where we unpacked results for Kinder Morgan Inc (NYSE: KMI), Schlumberger Ltd (NYSE: SLB) and Texas Instruments (NYSE: TXN).

Our roundtable discussion in that issue focused on what we expected to see from the rest of our EIA coverage universe, based on those three early reporters. This month, we highlight what we learned from the news and numbers, and what that says about prospective energy stock returns the rest of the year.

The S&P Energy Index is currently up a respectable 30 percent year to date. But as has been the case throughout 2021, energy stocks are still priced at a big discount to the oil and gas they produce, process, transport and distribute.

Energy & Income Advisor

Your complete guide to energy investing, from growth stocks to high-yielders.

In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.

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  • Live Chat with

    Elliott and Roger on Aug. 31, 2021

  • 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