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Tackling the Big Issues

By Elliott H. Gue on Oct. 1, 2014

In this issue, we tackle two of the topics about which readers frequently ask: our outlook for crude-oil prices and our assessment of the major integrated oil companies, including which ones are our favorites.

The recent collapse in the price of Brent and West Texas Intermediate (WTI) crude oil has investors running scared and trying to figure out exactly what’s going on.

We dig into the complex dynamics driving this trend, from surging North American output and declining US imports of crude to trends in the futures markets and regional oil imports, and explain our near-term forecast for WTI and Brent.

When casual investors think of the energy stocks, one of the Seven Sisters—BP (NYSE: BP) NYSE: BP), Chevron Corp (NYSE: CVX), Eni (NYSE: E), Exxon Mobil Corp (NYSE: XOM), Royal Dutch Shell (NYSE: RDS B), Statoil (NYSE: STO) and Total (NYSE: TOT)—likely springs to mind.

But these Western energy giants have come in for a great deal of criticism over the past several years, as investors lose patience with the industry’s massive capital investments and limited production growth.

We dig into each of these names, assess their growth prospects, potential to unlock value for shareholders and highlight our favorites.

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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    • Roger S. Conrad

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

    • Elliott H. Gue

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

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      Managing Editor: Capitalist Times and Energy & Income Advisor