Investing Topics: Earnings Analysis

Focus List (Mostly) Outperforms and Portfolio Updates

By Elliott H. Gue on Jan. 23, 2018

The improved outlook for oil prices and the rotation into energy stocks has lifted most boats in the sector, though we’re pleased that nine of the 13 names on our Focus List have outperformed the S&P 500 Energy Index over an equivalent holding period. We review our Focus List and discuss earnings and other pertinent developments affecting our Portfolio holdings.

Quarterly Check-Up

By Elliott H. Gue on Nov. 2, 2016

A number of our Model Portfolio holdings have reported third-quarter results. We look at how they fared and analyze their future growth prospects.

Second-Quarter Earnings: Highlights from the Portfolio

By Roger S. Conrad on Aug. 1, 2016

Second-quarter earnings season is in full swing. We analyze the results and outlooks for a number of our Portfolio holdings that have reported.

Schlumberger and Halliburton Call the Bottom: Now What?

By Elliott H. Gue on Aug. 1, 2016

Schlumberger and Halliburton’s management teams called a bottom in the North American oil-field services market, but the timing, pace and magnitude of the recovery may disappoint investors.

The Conservative Party: A Show of Strength from Lower-Risk MLPs

By Elliott H. Gue on Feb. 19, 2016

Our favorite conservative MLPs posted fourth-quarter results that demonstrate their staying power and growth prospects.

Key Takeaways from Schlumberger’s Fourth-Quarter Earnings Call

By Elliott H. Gue on Jan. 28, 2015

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.

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