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  • 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.

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    • 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