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  • Roger S. Conrad

When the Going Gets Tough, Tough Energy Companies Get Going

By Elliott H. Gue on Feb. 19, 2020

Roughly half the companies in our Energy and Income Advisor coverage universe have now reported Q4 results—and a more or less equal percentage of our Actively Managed Portfolio and High Yield Energy List stocks.

That still leaves a lot of news and numbers to come in a quarter where mountains of filing requirements tend to delay their release. But from what we’ve seen so far, it’s clear that quality is asserting itself in the energy sector.

Mainly, despite multiple headwinds, the best in class are still thriving as businesses. In contrast, companies with real weaknesses as businesses are imploding, and almost at the same rate they were in 2016 when the price of oil sank to just $26 and change.

What we’re seeing is in large part the cumulative impact of what’s happened since oil prices cracked under $100 a barrel for the last time, back in mid-2014. Companies that made the painful adjustments early on in what’s been a five-year-plus bear market for energy are now reaping the rewards of being able to take whatever is thrown at them. Those that lacked the strength or will to make big moves are now in growing danger of extinction.

Our task at Energy and Income Advisor the past five plus years has been to steer you towards the strong and away from the weaklings. So far, the results have shown up mainly in saving readers from disasters like the titanic crashes of SeaDrill Partners LLC (NYSE: SDLP) and Hi-Crush Energy (NYSE: HCLP), as well as the dozens of other companies that have found their way onto our Endangered Dividends List.

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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.

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    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