In this issue of EIA, we focus our attention on the Model Portfolio and High Yield Energy List companies reporting Q3 results since our previous issue and that we did not review in the October 30 Alert “Raising Crestwood and ONEOK, Sticking with Energy Transfer.”
Like the companies that reported previously, all of our picks highlighted below again demonstrated resiliency in what’s still a very challenging environment for their sector. As such, they remained positioned for a big rebound over the next 12 months, though most remain underwater for this year. See the Portfolio section for more on strategy.
Brookfield Renewable Partners (NYSE: BEP, BEPC) continues to be a big winner for us, especially the C-Corp shares spun out on a 1 for 4 BEP units basis in late July. They’ve since returned nearly 70 percent to investors and trade at a nearly 25 percent higher price than the partnership units, despite representing the same ownership and paying the same cash dividend.
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.
Elliott and Roger on Nov. 30, 2020
Balanced portfolios of energy stocks for aggressive and conservative investors.
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
Our assessment of every energy-related master limited partnership.
Roger Conrad’s coverage of more than 70 dividend-paying energy names.