Narrowing Our Focus
We narrow our Focus List and dig deep into our picks’ fourth-quarter results to kick the tires on our investment theses.
Focus List: Upgrades and a Value Swap
We swap one value-oriented play on the Permian Basin for one that offers exposure to more near-term upside catalysts.
Focus List and Portfolio Changes
The recent pullback in midstream master limited partnerships creates buying opportunities. We’ve also added a power company to our Focus List and the International Portfolio.
03/31/17: New Addition To Focus List
We’ve added a new stock to our Focus List.
Focus List Update: Underweight Upstream Pays Off, But Midstream Pulls Back
With the exception of Algonquin Power & Utilities Corp (TSX: AQN, NYSE: AQN), the names on our Focus List have pulled back over the past few weeks, though they have still outperformed the S&P 500 Energy Index.
Focus Up
Our Focus List has continued to outperform the S&P 500 Energy Index over equivalent holding periods. Note that we have dropped MPLX LP (NYSE: MPLX) from the Focus List after the stock gained more than 25 percent since early December and traded above our value-based buy target for more than a month.
Focus List Update And Noteworthy Portfolio Developments
Since its reinstatement in early December 2016, the Energy & Income Advisor Focus List has generated an average total return of 9.6 percent, outperforming the S&P 500 Energy Index’s average loss of 4.5 percent over an equivalent holding period. We dig into fourth-quarter results from companies on our Focus List and in our Model Portfolios.
Focus List — Less is More
We bring more focus to the Energy & Income Advisor Focus List.
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Live Chat with
Elliott and Roger on May. 31, 2018
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