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Investing Topics: Natural Gas

Outlook 2016: Energy Prices

Our calls on crude-oil prices over the past year have been spot on for the most part. Although our macro calls haven’t saved our Portfolios from the carnage, we have avoided many of the worst performers, used hedges to provide some upside protection and set ourselves up to profit from the down-cycle’s final chapters. Here’s what we see for the year ahead.

Gas-Heavy Producers: Still on the Sidelines

With elevated inventory levels, robust production and the potential for an unusually warm winter, even the best-positioned players in the Marcellus Shale could suffer further downside. Here’s our take on a handful of popular gas-focused exploration and production companies, with the write-ups appearing in order of preference. We may consider instituting a dream buy price on one or two of these names in coming months; however, for now, we prefer to remain on the sideline.

US Natural-Gas Prices: Lower for Longer, with an Elevated Risk of Near-Term Downside

The US gas market has remained mired in a lower-for-longer price scenario for the past five years, with occasional rallies catalyzed by favorable weather conditions–not improving fundamentals. Nothing on the horizon suggests that US natural-gas prices will escape this trading range, while the near-term risks skew decidedly to the downside.

MLP Portfolio in Review

Here are our updated takes on our MLP Portfolio holdings, based on their first-quarter results and our discussions with their management teams at the National Association for Publicly Traded Partnerships’ recent investor conference.

Key Takeaways from the NAPTP’s MLP Investor Conference

We attended the National Association of Publicly Traded Partnerships’ MLP Investor Conference and lived to tell the tale. Here are some of our key takeaways from the most important event of the year for MLP investors

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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

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Peter Staas

      Managing Editor: Capitalist Times and Energy & Income Advisor