Editors’ note: When you’re gearing up to ride a prospective recovery in a battered sector, it’s critical to be sure you’re riding the swiftest and surest horses. And that means keeping an eagle eye on individual company performance. Here are our initial takeaways from the Q3 earnings reports and guidance updates we’ve seen.
Q: What’s your most important takeaway from the energy sector bellwether companies reporting results so far?
RC: That the best run, best capitalized companies in the oil and gas business have effectively absorbed this year’s body blow of Covid-19 fallout on demand. And perhaps more importantly, they’ve adapted to the lower for longer price environment and its impact on the profitability of North American shale production.
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.