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  • Roger S. Conrad

Maintaining our Focus

By Elliott H. Gue on Jul. 1, 2013

The Focus List isn’t a buy-and-hold portfolio for long-term investors, but rather a list of our top picks in the current environment, based on valuation and potential upside catalysts. With a total of more than 200 energy-related stocks in our coverage universe, the Focus List aims to answer the question of what to buy now.

To wrap up the second quarter and first half of the year, we review the investment thesis underpinning each name in our Focus List, make a few adjustments to our holdings and highlight several names from our Coverage Universe that are on our watch list for potential inclusion.

We also highlight several opportunities in the continental shelf portion of the Gulf of Mexico. In recent years, investors have largely ignored developments in the shallow-water Gulf, focusing instead on the rapid development of onshore shale-oil and -gas plays.

But the most overlooked corners of the energy patch oftentimes hold some of the best opportunities for astute investors. With so much attention focused on identifying the next major unconventional play, investors have missed out on the quiet transformation of the shallow-water Gulf from an uneconomic, gas-bearing region to a burgeoning area for oil production.

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    • 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