Welcome to the inaugural edition of Energy & Income Advisor, your complete guide to energy investing. We hope you enjoy the new website; we will continue to roll out new features in the coming weeks, including an absolute-return Portfolio and ratings of every publicly traded oil and gas royalty trust.
In this issue, we examine the end of easy oil, one of the key secular tailwinds for the oil-field services sector, and the cyclical trends that are currently driving valuations in the space–namely, our divergent outlook for the North American and international markets.
With production from the world’s largest oil fields in decline, producers have shifted their attention to complex, expensive-to-produce fields for incremental output growth. In particular, exploration and development in deepwater fields continues to accelerate–a boon for our favorite oil-field services firms, as well as contract drillers and providers of marine seismic services.
We hope you enjoy this lengthy inaugural issue as much as we enjoyed putting it together.
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 Oct. 29, 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.