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

Roundtable: What We’ve Learned So Far from Q2 Results

By Elliott H. Gue on Aug. 4, 2020

What’s your most important takeaway from Q2 results we’ve seen so far and guidance updates?

RC: Q2 numbers were always going to be weak. And that was bound to be the case whether we were talking about dominant companies like Enterprise Products Partners (NYSE: EPD) and Kinder Morgan Inc (NYSE: KMI), or the biggest basket cases on our Endangered Dividends List.

But the best in class energy companies again proved their resilience. That is they absorbed what will almost certainly be the worst quarter of this energy cycle while maintaining the strength of their balance sheets and dividends, and pole position to profit in the recovery. And that’s really the bar we set for them going into Q2 earnings reporting season.

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 Nov. 30, 2020

  • 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