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Portfolio: Some Big Picture Takeaways from Q4 Results So Far

By Elliott H. Gue on Feb. 20, 2022

So far this Q4 earnings reporting season, we’ve heard from 15 of the companies in our Model Portfolio and High Yield Energy List. In the January 27 issue Feature article, we highlighted results at bellwether stocks Kinder Morgan Inc (NYSE: KMI) and Schlumberger (NYSE: SLB), what they meant for the companies themselves and portended for others.

The February 17 Alert “Earnings, Russia and the Fading Shale Boom” we sent last week highlighted once again our emerging macro view, with a focus on results at two more portfolio bellwethers ExxonMobil (NYSE: XOM) and Valero Energy (NYSE: VLO). And this month’s feature article has the rundown on 11 more companies’ numbers and guidance, and what they mean for our returns next year.

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.

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    Elliott and Roger on May. 25, 2022

  • Portfolios & Ratings

    • Model Portfolios

      Balanced portfolios of energy stocks for aggressive and conservative investors.

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      Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.

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      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