At first glance, this may seem to be the US oil and gas industry’s darkest hour.
The S&P 500 Energy Index’ -46.8 percent year to date return is a stark contrast to the broad S&P 500’s 8.7 percent. The first sector companies to report Q3 numbers have delivered a rather somber outlook. And just days before November elections, the presidential candidate ahead in opinion polls appears to have endorsed phasing out the use of fossil fuels.
It probably won’t surprise you that we see things a bit differently at Energy and Income Advisor.
Running down our three coverage universes—“MLPs and Midstream,” “E&P and Services” and “Canada and Australia”—it’s hard not to notice prices and yields for stocks that reflect a worst case scenario of many more dividend cuts and even bankruptcies. And the clear takeaway is that investors are expecting the worst.
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.