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Portfolio: Upcoming Q1 Earnings and a High Yield List Swap

By Elliott H. Gue on Apr. 20, 2022

Q1 earnings reporting and guidance updates are rapidly approaching for EIA Model Portfolio and High Yield Energy List recommendations.

Per usual, Kinder Morgan Inc (NYSE: KMI) will lead off for our midstream energy companies later this week. New addition Baker Hughes (NYSE: BKR) will precede Schlumberger Ltd (NYSE: SLB) by a couple of days for services companies. And checking in for the refiners a few days later will be Valero Energy (NYSE: VLO).

As always, we expect these companies to be bellwethers for the energy sector as a whole. And the combination of rising commodity prices and continuing strong demand for end products augurs well for what we’ll see in the numbers and guidance. So does the large number of dividend increases up and down the value chain, most recently Plains GP Holdings’ (NYSE: PAGP) 20.8 percent bump earlier this month.

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      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor