After updating our commentary and ratings for the more than 80 stocks in our International Coverage Universe, we continue to favor midstream names that offer exposure to volumetric growth stories and our top bets on renewable energy. All offer above-average yields that should juice investors’ total returns.
Even better, Canadian pipeline owners have operated more conservatively than their US counterparts and boast stronger balance sheets.
Ongoing takeaway constraints mean that crude oil, natural gas, and natural gas liquids produced in Alberta continue to fetch significantly lower prices than their US benchmarks. These wide price differentials represent a headwind for Canadian oil and gas producers, but underscore the opportunity set for midstream operators.
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 Aug. 31, 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.