• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
  • Roger S. Conrad

What Q2 Results Tell Us About Second Half 2021 Returns

By Elliott H. Gue on Aug. 30, 2021

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.

Energy & Income Advisor

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.

Subscribe today to receive a sample issue of EIA
  • Live Chat with

    Elliott and Roger on Nov. 30, 2021

  • 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

    • Elliott H. Gue

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

    • Roger S. Conrad

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