The View from the Oil-Field Services Industry
We review key takeaways for investors from Schlumberger and Halliburton’s first-quarter results and conference calls.
Picking through a Bumper Crop of Oil-Field Service IPOs
The recent bumper crop of oil-field service IPOs includes a number of commoditized businesses seeking to strike while the iron is hot and a few niche plays that could be worth a look.
Why Are These 5 MLPs So Heavily Shorted?
We dig into the five master limited partnerships with the highest percentage of short interest.
North American Oil-Field Services: Near-Term and Longer-Term Outlook
Activity levels and pricing for oil-field services and equipment will likely remain under pressure in the US onshore market this year, with early 2017 bringing a bit of a recovery on both scores. But a return to the levels witnessed during the boom years appears unlikely, especially if Saudi Arabia opts to tap some of its spare capacity to take market share and keep oil prices in check.
Key Takeaways from Schlumberger’s Fourth-Quarter Earnings Call
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.
Sand in the Gears: Elevated Downside Risk for High-Flying Proppant Producers
We pounded the sand for Hi-Crush Partners LP in early 2013, when the stock was a high-yielding value play. Today, investors need to take their heads out of the sand and sell.
Swimming Upstream
Despite the underperformance of master limited partnerships (MLP) that produce oil and gas this year, New Source Energy Partners LP still went public. Here’s out take on this upstream operator and Emerge Energy Services LP, a newly listed MLP that pays a variable distribution and produces specialized silica sand for use in hydraulic fracturing.
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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.
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Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
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Our assessment of every energy-related master limited partnership.
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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