Investing Topics: Earnings Analysis

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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