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  • Roger S. Conrad

Hunting Big Yields in the Energy Patch — Part 2

By Roger S. Conrad on Mar. 3, 2015

This time it’s different. Whereas frenzied drilling activity in unconventional oil and gas plays drove huge upside for savvy investors over the subsequent years, the shale revolution has dramatically increased spare production capacity.

Instead of betting on a return to the old normal, investors should position their portfolios for the new normal, a period of overcapacity in the services industry and increasing competition between basins and producers for market share. The winners will boast low production costs and solid balance sheets.

Instead of buying the dip indiscriminately, focus on the names in our conservative portfolio, especially the stocks with a heart next to them–those are our best buys in today’s market.

In this issue, we finish our survey of the highest-yielding MLPs and uncover a gem or two amid the rubble.

 

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 Jun. 30, 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