Here’s our post-Q2 earnings macro analysis, with a focus on what results and guidance say for returns on our recommended stocks for the rest of the year and beyond.
Q: What was your most important observation from energy sector Q2 results and guidance updates? Was it what you expected?
RC: For the midstream companies, it’s that management teams are keeping financial and operating strategies just as conservatively focused as they were last year. That was definitely not a surprise to me. But it is great confirmation that we’re on the right track with our portfolio strategy, despite these stocks’ lagging performance this summer.
Your complete guide to energy investing, from growth stocks to high-yielders.
In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
Elliott and Roger on Sep. 27, 2022