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  • Roger S. Conrad

Portfolio: How We’ve Fared and a Look Ahead

By Roger S. Conrad on Sep. 17, 2021

Rock Bottom Prices Ready to Rise”: That was the headline of our December 31, 2020 issue. And we followed it up with “Energy: Ready, Set, Buy!” for what posted on January 18, 2021.

That advice has turned out quite well for readers who followed our advice to buy stocks of best in class energy companies. For example, our Model Portfolio and High Yield Energy List recommendations have scored average total returns of 32 percent and 37 percent, respectively.

Breaking it down further, only two of the 26 stocks we currently recommend are underwater year-to-date. Contract power generation companies Brookfield Renewable Partners (TSX: BEP-U, NYSE: BEP) and Northland Power Inc (TSX: NPI, OTC: NPIFF) are down -8.1 percent and -7.2 percent, respectively including dividends.

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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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    Elliott and Roger on Oct. 28, 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