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Investing Topics: US Energy Renaissance

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.

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  • WEALTH BUILDERS

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

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

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