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Investing Topics: Deepwater

Oil-Field Services and Equipment: Exercise Caution

Despite the recent rally in shares of oil-field service providers, our negative outlook for activity levels in the international market and skepticism regarding the timing and magnitude of a recovery in North America explains why we remain underweight oil-field services and capital equipment. Many of these stocks have rallied too far, too fast and don’t account for overcapacity that remains to be worked off from the boom years.

High-Yield MLPs: The Good, the Bad and the Ugly — Part 1

With more than two dozen non-upstream MLPs yielding more than 8 percent, many investors who followed our leading during the bloodbath of 2008-09 wonder whether they should buy the dip. We kick the tires on half these high yielders to determine which ones to buy, hold and sell. Remember that our favorite MLPs appear in our Model Portfolios.

Key Takeaways from Schlumberger’s Fourth-Quarter Earnings Call

In these uncertain times, Schlumberger’s quarterly conference calls are must-attend events; here are our key takeaways from the last week’s call, our updated thoughts on the oil-field services company as an investment and read-throughs for other energy companies.

IPO Analysis: Ocean Rig Partners LP (NSDQ: ORLP)

Offshore contract driller Ocean Rig UDW has followed SeaDrill and Transocean’s lead and filed an initial registration statement for a master limited partnership that will own rigs that operate under longer-term contracts. We do a deep dive to determine whether Ocean Rig Partners LP is worth your while.

More CAPEX, More Problems: A Survey of Big Oil

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.

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    Elliott and Roger on Feb. 28, 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.

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      Roger Conrad’s coverage of more than 70 dividend-paying energy names.

    Experts

    • 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

    • Peter Staas

      Managing Editor: Capitalist Times and Energy & Income Advisor