Results and guidance updates are now in across the energy industry, from drillers and producers to pipelines and refiners. We discuss our most important takeaways, and how they’re informing our strategy going forward of accumulating positions in sector survivors to ride the eventual recovery.
Q: What’s your most important takeaway from this earnings season? Did anything in particular surprise you?
RC: If there was one thing that surprised me about this earnings reporting season it was the number of companies in our Model Portfolio and High Yield Energy List that were able to set earnings guidance for the rest of this year. We’ve now posted highlights in the Portfolio portion of the past couple issues of EIA.
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.
Elliott and Roger on Jul. 20, 2020
Balanced portfolios of energy stocks for aggressive and conservative investors.
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
Our assessment of every energy-related master limited partnership.
Roger Conrad’s coverage of more than 70 dividend-paying energy names.