Investing Topics: US Energy Renaissance

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.

Our First Real Look At Trump’s Energy Policy

By Roger S. Conrad on Feb. 24, 2017

ARPA-E's Energy Innovation Summit, which takes place next week, could give us early insights into President Trump's energy policies.

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.

US Oil Production Shifting Into Growth Mode

By Peter Staas on Feb. 12, 2017

US natural-gas exports to Mexico will continue to grow over the next five years, creating opportunities for investors north and south of the border.

New Energy

By Elliott H. Gue on Jan. 19, 2017

The big story for energy markets in the first half of 2017 will be a stronger-than-expected surge in US shale oil production that keeps the lid on global oil prices. To take advantage, we’re adding a midstream processing and pipeline company to the portfolio.

What We Have Here is a Failure to Differentiate

By Roger S. Conrad on Oct. 3, 2015

A few bad apples don’t spoil the bunch. Some midstream names will find themselves under pressure from declining oil output in the US onshore market, as the effects of energy producers’ reduced drilling activity start to manifest themselves. But indiscriminate selling creates opportunities for discriminating buyers.

A Bull Market for Brazen Forecasts

By Elliott H. Gue on Sep. 29, 2015

Sensationalist predictions about oil prices have become all the rage over the past two months, but they won't necessarily help investors make money. We explain our outlook for crude-oil prices and why a buying opportunity may be around the corner. However, the universe of energy stocks that meet our buying criteria is relatively small; don’t misconstrue this call as open season to buy energy stocks. Not every company has the potential to outperform, let alone survive.

Are Midstream MLPs Still Safe for Conservative Investors?

By Roger S. Conrad on Aug. 20, 2015

Some investors worry that the MLP structure itself has a fatal flaw, a concern that reflects the market’s tendency to view the group as a whole during times of panic. Examining the factors at play in the recent correction can help to identify the pockets of risk and the best-positioned names for when the market returns to its senses and focuses on individual stories.

MLP Opportunities

By Elliott H. Gue on May. 18, 2015

Master limited partnerships still offer above-average yields, but investors looking for safety and superior total returns in an uncertain business environment should focus on blue chips and names with supportive general partners that can drive distribution growth by dropping down assets.

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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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