We review some of the emerging themes in Canada and Australia’s energy industries, raise our buy targets on several names in our International Portfolio and swap one laggard for a long-term winner that could benefit from a near-term upside catalyst.
All of our International Portfolio holdings have reported quarterly results, with only Just Energy Group (TSX: JE, NYSE: JE) failing to meet or exceed its internal guidance.
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Elliott and Roger on Mar. 31, 2020
Balanced portfolios of energy stocks for aggressive and conservative investors.
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
Our assessment of every energy-related master limited partnership.
Roger Conrad’s coverage of more than 70 dividend-paying energy names.
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
