Earnings Cavalcade
Regardless of developments in global currency markets, the picks in our International Portfolio continue to execute and grow their earnings, putting them on track to deliver robust returns over the long haul.
Canadian Values
Canadian equities underperformed last year, but savvy investors with a longer time horizon can pick up some of our favorite dividend-paying names at favorable valuations.
Going for Growth
The unit prices of many master limited partnerships that offer superior distribution growth have been bid to the moon. But pockets of value do exist.
Canada’s Natural-Gas Market: Unique Challenges and Opportunities
In this Graph of the Week, we examine the interaction between the Canadian and US natural-gas markets.
Quantifying the Fukushima Effect
One question looms over the LNG market: When will Japan’s shuttered nuclear reactors come onstream, and how many will be in operation?
Heavy Coverage
We usher in the new year by reviewing our outlook and investment thesis for every stock in our extensive coverage universe.
Floating Pipelines
Although the long-term growth story remains intact for the LNG shipping industry, investors should note that the market faces a near-term oversupply of vessels between 2013 and 2015 that could weaken rates in the spot market. We prefer conservatively run names that balance contract coverage and steady cash flow with solid growth opportunities.
Rising Pipeline Exports of Natural Gas to Mexico
US pipeline exports of natural gas to Mexico surged almost 50 percent in 2011 and are up about 20 percent through Aug. 31, 2012
Breaking Down the US Onshore Rig Count
In aggregate, this rig count serves as a reasonable proxy of drilling activity in domestic shale oil and gas plays, a resource base that has enabled the US to grow its oil output for the first time in decades and overtake Russia as the world’s leading producer of natural gas.
Live Chat with
Elliott and Roger on May. 25, 2022
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Producers and Drillers
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
MLPs and Midstream
Our assessment of every energy-related master limited partnership.
International Coverage
Roger Conrad’s coverage of more than 70 dividend-paying energy names.
Experts
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor