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Energy Stocks

Recent Upstream Energy IPOs

By Elliott H. Gue on Jul. 16, 2017

Despite the underperformance of SPDR Oil & Gas Exploration & Production (NYSE: XOP) this year because of concerns about the outlook for energy prices and surging US production, several upstream operators have completed initial public offerings and more remain on the docket. Here are our takes.

Look to the Midstream for Protection and Opportunity

By Elliott H. Gue on Jun. 28, 2017

Given the uncertainty and volatility in the energy sector, we prefer midstream names that offer the best leverage to volumetric growth stories and have the balance sheet strength to pursue joint ventures with cash-strapped rivals.

Niche Plays in the US Oil-Field Services Market

By Elliott H. Gue on Apr. 25, 2017

In an environment where oil prices range between $40 and $55 per barrel, North American short-cycle plays will remain the growth engine for the oil-field services industry. Investors might want to consider nibbling on select US-focused service names while keeping some powder dry in case oil prices swoon once again.

Energy Storage: The Coup de Grace for Coal?

By Roger S. Conrad on Apr. 13, 2017

The government’s war on coal may be over, but inexpensive natural gas and ongoing declines in the cost of renewable energy continue to drive the retirement of older coal-fired power plants in the US. Savvy investors should ignore the moribund coal industry and focus on energy storage.

The Opening in Alberta’s Coal Closings

By Roger S. Conrad on Apr. 12, 2017

Alberta plans to shut down all its coal-fired power plants by 2030, an ambitious target that will be a huge adjustment. This transition creates a massive longer-term opening for a few specific companies.

Opportunities Emerge for Two MLPs

By Elliott H. Gue on Mar. 29, 2017

Volatility in oil prices and minor business bumps have contributed to pullbacks in some of our favorite master limited partnerships (MLPs). These companies’ underlying strengths mean now is a time to buy, not be shy.

These MLPs Get By With A Little Help From Their Friends

By Elliott H. Gue on Feb. 27, 2017

Not every master limited partnership (MLP) that relies on drop-down transactions from their parent is created equal.

A Niche Energy Opportunity

By Peter Staas on Feb. 12, 2017

US petrochemical capacity will expand significantly over the next few years, creating a massive growth opportunity for one of our favorite master limited partnerships.

Yes, We Shale

By Elliott H. Gue on Nov. 16, 2016

US oil production appears to be bottoming, but investors seeking to profit in an environment where prices will likely range between $40 and $60 per barrel must pay attention to basin-specific trends as well as companies’ balance sheets and acreage quality.

Near-Term Outlook for Oil Prices Creates Opportunities

By Elliott H. Gue on Aug. 31, 2016

We continue to expect a final swoon in oil prices over the next one to two months, a move that could create another buying opportunity for energy stocks.

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Elliott H. Gue

Founder and Chief Editor:
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