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

Portfolio: Strong Numbers and Building Gains But Watch Those Prices

By Roger S. Conrad on Mar. 12, 2021

Since the last issue of EIA, 11 Portfolio and High Yield Energy List companies announced their Q4 results and updated guidance for 2021.

As was the case with those reporting earlier, the most important takeaway is our recommendations proved their resilience in a very tough year. To be sure, the gains we’ve seen in all of these stocks and MLPs this year have a lot more to do with the strength in oil and gas prices than any of the numbers reported. And in fact, given the magnitude of gains we’ve seen in some of these names, it’s possible they’ll be taking a breather of sorts in coming weeks.

But by continuing to push toward free cash flow and debt reduction targets, these companies have proven their staying power. That’s particularly important for those paying big dividends, and especially for the pair of recommended midstream companies that have been on the Endangered Dividends List for much of the past year, Crestwood Equity Partners (NYSE: CEQP) and ONEOK Inc (NYSE: OKE).

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 Mar. 25, 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