The Canadian Invasion and Other Trends in MLP M&A
We delve into some the recent trends in mergers and acquisitions involving master limited partnerships and other midstream operators.
International Intrigue
Our International Portfolio’s conservative allocation weathered the selloff in energy-related equities with aplomb and has continued its strong performance in 2016. The handful of names in our aggressive sleeve have also rallied hard this year. We revisit out strategy for the back half of the year.
Canada’s Comeback
Canadian energy stocks have rallied hard with oil and gas prices, but investors should remain cautious, stick with our strategy and focus on high-quality names.
Changes to the International Portfolio
We expect even the hardest-hit International Portfolio holdings to survive the current down-cycle. However, we have concerns about how long this recovery might take; in some instances, we’re be better off taking a loss and re-allocating capital to stocks that stand a better chance of making money over the next few years.
Canada and Australia
Canadian and Australian energy stocks have suffered the double whammy of lower oil and gas prices and a sharp retrenchment in the value of their home currencies relative to the US dollar.
06/10/15: International Update
Our review of the latest developments in Canada’s energy patch yields a new addition to our International Portfolio.
03/27/15: Northern Exposure
We survey our International Coverage Universe of 96 Australian and Canadian energy stocks and add two new names to our International Portfolio.
Fourth-Quarter Results from Canada’s Energy Patch
Oil and gas producers worldwide have felt the sting from lower energy prices. Although much of the media attention has focused on the US companies spearheading the shale revolution, their counterparts north of the border arguably have taken a harder hit.
International Coverage Universe: Picks, Pans and Strategy for 2015
We do a deep-dive in our updated International Coverage Universe (42 Buys, 30 Holds and 25 Sells as of last week’s update), highlighting our picks and pans and the key trends for income-seeking investors with exposure to Canada and Australia’s energy complex.
Risk Assessment: Canadian Oil and Gas Producers
In recent years, Canadian producers have contended with lower oil prices far more frequently than their US counterparts; many of these names are battle-hardened. Here’s our updated take on the upstream names in our International Portfolio.
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Live Chat with
Elliott and Roger on Jul. 27, 2017
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Coverage Universe
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
MLP Ratings
Our assessment of every energy-related master limited partnership.
International Coverage Universe
Roger Conrad’s coverage of more than 70 dividend-paying energy names.
Experts
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Peter Staas
Managing Editor: Capitalist Times and Energy & Income Advisor