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

Pockets of Value

By Elliott H. Gue on Jan. 7, 2014

We revisit the investment thesis for the major US airlines and add our favorite name to our Model Portfolio as a hedge against a potential downdraft in crude-oil prices.

Not only do airline stocks stand to benefit from any weakness in oil prices, but our top pick also trades at a discount to its peers and offers exposure to accelerating economic growth in the US and Europe.

Canadian equities lagged the S&P 500 and other equity markets last year because of weakness in the nation’s currency and concerns about a slowing growth in Asia’s emerging markets and its implications for our northern neighbor’s energy sector.

But this pullback gives savvy investors with a nose for long-term value an opportunity to pick up high-quality, dividend-paying energy stocks that trade at favorable valuations.

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