11/27/17: Power Swap
We’ve added a new power play to the International Portfolio.
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.
Bringing Clarity to a Fuzzy Big Picture
We explain why most geopolitical events will hold less sway over global oil prices in coming years and tackle other big-picture questions.
Another Look at Yieldcos
We take a second look at formerly high-flying yieldcos now that the Bloomberg North American Power Yieldco Index has given up almost 20 percent of its value since mid-May.
The Nuts and Bolts of Renewable Energy
As far as many investors are concerned, companies that manufacture the components used in wind- and solar-power installations are the best way to profit from the rising adoption of renewable energy—a dangerous misconception. In many instances, these names are an investor’s worst option.
An Inconvenient Truth: Clean Energy and Politics
The world can’t run on wind and solar power alone, at least not yet—that’s the inconvenient truth renewable-energy developers rarely acknowledge in their press releases and investor presentations. Here’s our rundown of key policy developments at the federal and state level.
Storage Warriors and Transmission Kings
Reliable storage technologies remains the holy grail for clean-energy developers, while the growing adoption of renewable energy necessitates the construction of new transmission lines. We highlight our favorites.
Talkin’ ’bout Green Generation
Yieldcos get all the hype, but generation companies offer superior yields and less demanding valuations. We run through the best and worst names that offer exposure to renewable energy.
From Dusk to Dawn: The Challenges of Intermittent Power
Even in the best of all possible worlds, adoption of rooftop solar power and other intermittent renewable-energy sources raises thorny questions about how to meet demand when the wind doesn’t blow and the sun doesn’t shine.
Electricity Demand: Uncertain Outlook Creates Risks for Renewable Energy
At what rate will US electricity demand grow over the coming years and decades? The outlook varies widely and depends on a wide range of factors, including the extent to which rooftop solar gains traction.
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Live Chat with
Elliott and Roger on Dec. 27, 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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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