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Oil Prices and Shoddy Reporting

The financial infotainment industry doesn't let the facts get in the way of a good story, especially when it comes to the oil market and its complexities. Recent articles hinting that Saudi Arabia and OPEC could reduce oil output to support pricing may attract eyeballs, but they represent shoddy journalism. Elevated inventories and the impending refinery turnaround season suggest that oil prices will suffer another leg down.


  • Utilities

    Conference Musings

    By Roger S. Conrad | Nov. 17, 2015
    We highlight some of the key investment themes that stood out after three days of presentations and talking to management teams at the Edison Electric Institute's annual financial conference, one of the premier events for utility analysts and industry insiders.
  • Renewable Energy

    Solar Power: Not a Death Knell for Utilities

    By Roger S. Conrad | Nov. 10, 2015
    After the first day of presentations and meetings at the Edison Electric Conference's 50th Annual Financial Conference, one theme stands out: increasing adoption of solar power doesn't sound the death knell for regulated electric utilities. In fact, this would-be disruptor creates a huge growth opportunity for incumbent power producers.
  • Energy Stocks

    MLPs: Evolution, Not Extinction

    By Peter Staas | Nov. 6, 2015
    The recent wave of general partners acquiring the master limited partnerships under their auspices doesn't reflect a fatal flaw in the structure or this relationship.
  • Interest Rates

    Forget the Fed's First Rate Hike and Look at the Bigger Picture

    By Elliott H. Gue | Nov. 3, 2015
    The Federal Open Market Committee's October statement put the option of a potential rate hike back on the table for December. Although six years of extraordinarily accommodative monetary policy makes the Federal Reserve's first interest rate hike in nine years a big deal, all signs point to this tightening cycle occurring gradually and in a halting fashion. Investors shouldn't overlook this reality.
  • Investment Strategy

    The Value of Valuation

    By Elliott H. Gue | Oct. 5, 2015
    Valuations affect the S&P 500’s returns, but this impact manifests itself more clearly over the long haul. In other words, price-to-earnings ratios are a poor metric for timing the market, but a useful tool for investors looking to hold positions over a longer time frame. What does that mean for investors? The stock market looks expensive right now; historically, buying the S&P 500 at these levels would result in positive, but subpar, returns over the next 10 years




    A balanced portfolio of Elliott Gue’s top stocks for capital appreciation.


    Roger Conrad’s top stocks for investors seeking reliable income.


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