International Update
Our International Portfolio has fared well since its inception, with our conservative allocation generating a total return of 31.3 percent and our aggressive strategy overcoming an unprofitable bet on Just Energy (TSX: JE, NYSE: JE) to post a 12.4 percent gain. Seven of our picks have posted total returns of more than 30 percent. We round up the highlights from their second-quarter results and add a new name to our International Coverage Universe.
Q2 in Review: Aggressive MLP Portfolio
Our Aggressive MLP Portfolio has delivered a total return that’s on par with the Alerian MLP Index, as the big gains posted by our turnaround picks have been offset by higher-yielding fare that has lagged the market.
Upstream MLPs Search for Scale
Breitburn Energy Partners LP’s recently proposed acquisition of QR Energy LP demonstrates that the search for scale is alive and well among upstream MLPs, as private-equity buyers ratchet up the competition for asset acquisitions.
Profitable Trend: Horizontal Drilling Picks up Steam in Permian Basin
The Bakken Shale, the Eagle Ford Shale and the Marcellus Shale may get all the press, as output from these plays continues to grow. But the Permian Basin–an area in west Texas that’s been in production for more than a century–appears poised for a breakout this year.
Energy Takeout Menu, Part 1
Elliott Gue highlights his top takeover plays in the energy sector.
Backwardation and Its Discontents
West Texas Intermediate (WTI) crude oil slipped into backwardation last year, a situation where volumes for future delivery trade at a lower price than the prevailing rate.
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.
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.
Blue-Chip MLPs’ Outlook for North American Energy Markets
We look to commentary from the management teams at Enterprise Products Partners LP and Plains All American Pipeline LP for insights into the direction of North American commodity prices and emerging opportunities throughout the energy value chain.
International Energy Portfolio — Aggressive Holdings
We introduce the 10 holdings in the International Energy Portfolio’s aggressive category.
Live Chat with
Elliott and Roger on Jun. 30, 2020
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