Investing Topics: Energy Stocks

The Regulatory Shifts Behind Stock Moves

By Roger S. Conrad on Jun. 17, 2017

Around the world and regardless of where they’re based, utilities returns on capital expenditures depend on regulatory decisions. Recent political changes have led to regulatory shifts with significant implications for this sector. Grab your passport, and let’s take a look at these recent changes.

Staying Nimble

By Elliott H. Gue on May. 29, 2017

We cash out of one of our big winners for a 45 percent profit and highlight a high-yielder with underappreciated growth prospects.

On Track for a Great 2017

By Roger S. Conrad on May. 24, 2017

Each of our Lifelong Income Portfolio recommendations has reported first-quarter earnings and guidance for calendar year 2017. We review the results and identify the top takeaway to guide us forward.

Consolidation in Canada’s Oil Sands

By Roger S. Conrad on May. 24, 2017

Industry consolidation and recent pipeline approvals are encouraging developments for Canada’s oil-sands operators, but investors should continue to focus on quality and only buy when the price is right.

Q1 Earnings: First Responders

By Roger S. Conrad on Apr. 27, 2017

Lifelong Income Portfolio holdings have started to report their quarterly results for calendar first quarter. Let’s review how they fared and take a look at when the other portfolio members report.

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.

Risk Management and Near-Term Upside Catalysts

By Roger S. Conrad on Apr. 14, 2017

We preview the upside catalysts that could be in play for some of our Lifelong Income Portfolio holdings and replace one of our winners with another higher yielder that offers a better risk-reward proposition

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.

When Shopping for Yield, Think Small

By Roger S. Conrad on Mar. 30, 2017

Now more than ever, many of the biggest, safest and fastest growing yields come in small packages. We hold four relatively small capitalization, high dividend companies in the Lifelong Income Portfolio and review the power of small strength.

PREMIUM PORTFOLIOS

WEALTH BUILDERS

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

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

INVESTING EXPERTS

Elliott H. Gue

Founder and Chief Editor:
Capitalist Times and
Energy & Income Advisor
Roger S. Conrad

Founder and Chief Editor:
Capitalist Times and
Energy & Income Advisor
Yiannis G. Mostrous

Editor: Capitalist Times

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