• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
  • Roger S. Conrad

Focus and Discipline

By Peter Staas on Mar. 27, 2018

For the most part, the names on our Focus List have held their value reasonably well in a volatile market.

On the upstream side, Concho Resources (NYSE: CXO) has led the way, exhibiting encouraging momentum and breaking above its 50-day moving average in recent weeks. We continue to like this high-quality exploration and production company for its investment-grade balance sheet and its superior scale and franchise assets in the Midland and Delaware Basins.

Transitioning to large-scale developments should improve Concho Resources’ ability to control services costs and drive additional efficiencies, while the company can also unlock value by monetizing noncore assets, including its interest in the Oryx pipeline.

RSP Permian (NYSE: RSPP) has also performed well since we added the stock to the Focus List in mid-February, when we took advantage of what we regarded as unwarranted weakness in the run-up to its first-quarter earnings release.


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.

Subscribe today to receive a sample issue of EIA
  • Live Chat with

    Elliott and Roger on Jun. 29, 2022

  • 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.


    • 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