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Profits by Air and Sea

By Elliott H. Gue on Jan. 19, 2013

For decades, few investors took the airline business seriously. In addition to decades of unprofitable operations, the industry’s reliance on periodic bankruptcies–though an effective means of labor negotiation and lowering borrowing costs–has the unfortunate side effect of wiping out shareholders’ stakes.

But change is in the air. In this issue, we explore the factors driving the US airline industry’s turnaround and explain why the group serves as an ideal hedge for the oil-levered names in an investor’s portfolio.

We also highlight on one of our favorite integrated oil companies, a name that is driving exploration and development in frontier basins and enjoys higher price realizations on its oil and gas production relative to upstream names that operate solely in North America. 

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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