Energy Stocks Archives - Capitalist Times

Energy Stocks

Getting Pumped Up

By Elliott H. Gue on Jan. 26, 2018

Whereas pricing power remains a dream deferred in the onshore US drilling market, pressure-pumping operators have pushed through significant price increases.

Two Reasonable Values Even in a Bull, Bull World

By Roger S. Conrad on Jan. 10, 2018

Even in a bull market that’s gone this high for this long, value and opportunity can be found. Here are two energy companies that offer strong businesses but haven’t yet convinced other investors of their full worth.

International Politics Don’t Slow These Companies

By Roger S. Conrad on Dec. 21, 2017

Energy politics aren’t just a US phenomenon affecting US people and companies. These Canadian and Australian companies are finding opportunity as they push forward with business plans in times of low prices and challenging politics.

The Long View: Economics Favor Stacked Energy Plays

By Elliott H. Gue on Nov. 20, 2017

Although our outlook for oil prices and the US energy patch favors an overweight position in core midstream holdings, nimble investors can generate alpha in upstream names by buying when oil prices retreat to the low end of their range and taking some profits off the table when they recover.

The Outlook for the Petrochemical Chain (and Chlorine)

By Elliott H. Gue on Sep. 16, 2017

Over the past several years, oil and gas companies’ overzealous production of natural gas and NGLs has restored the fortunes of domestic petrochemical producers.

Reviewing Midstream Energy IPOs

By Roger S. Conrad on Aug. 23, 2017

In an environment where energy prices remain lower for longer and short-cycle US onshore plays take market share, midstream MLPs with the best growth prospects remain some of our favorite picks. Do recent IPOs represent good investment opportunities?

Under Pressure: Coal and Nuclear Power

By Roger S. Conrad on Jul. 28, 2017

Challenging economics have prompted operators to shut down a number of nuclear power plants. Dozens of closures will follow in coming years, unless lobbying efforts convince states to subsidize these facilities with zero-emission credits.

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.