Investing Topics: Energy Stocks

Yieldcos Reboot

By Roger S. Conrad on Feb. 17, 2018

The Lifelong Income Portfolio has migrated to sister-product Deep Dive Investing’s Idea Vault. For our Portfolio readers, we run through additional Idea Vault members that may be of interest.

Getting Pumped Up

By Peter Staas 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.

The Case for Energy Stocks in 2018

By Elliott H. Gue on Jan. 26, 2018

Energy stocks are off to a strong start this year, and we expect the S&P 500 Energy Index to be among the top third of S&P 500 sectors in terms of total returns this year.

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.

A Changing of the Guard in Midstream MLPs

By Roger S. Conrad on Dec. 18, 2017

We understand investors’ pessimism toward MLPs. Including distributions, the Alerian MLP Index has performed poorly this year. Although sentiment toward midstream MLPs remains weak, the doom and gloom gives savvy investors an opportunity to lock in above-average yields on high-quality names that stand to benefit as US onshore oil and gas production takes market share over time.

Making Moves

By Elliott H. Gue on Dec. 10, 2017

Our bullish outlook for the energy and financial sectors support higher buy targets for three of our Wealth Builders. We also swap our lone consumer-discretionary position for a name that offers a better risk-reward proposition.

One Company, Three Powerful Business Lines

By Peter Staas on Dec. 5, 2017

The break-neck volatility of the past few years and the likelihood of shorter cycles in the energy sector argue for diversification into secular growth stories that depend less on commodity prices and timing your entry and exit points.

Neither the Bull Nor the Year Is Over, Yet

By Elliott H. Gue on Dec. 4, 2017

On only five occasions over this period has the S&P 500 given up more than 2 percent of its value in the final month and a half of the year. We’re not inclined to fight that seasonal record. Looking ahead to 2018, 65 weeks have passed since the S&P 500 last endured a correction of 2 percent or more. We’d be surprised if stocks don’t break this historic winning streak at some point in the first quarter of 2018.

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.

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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