Energy Stocks
Elliott Gue On MarketWrap with Moe Ansari
I recently sat down with MarketWrap's Moe Ansari to discuss current investment trends in the energy sector. Click here and forward to the 20:17 mark for a replay of our conversation.
Is Sentiment Toward Energy Stocks Catching Up With Fundamentals?
Although oil prices aren't immune to the occasional selloffs on days when traders reduce exposure to risk assets, the fundamental and technical picture looks relatively sanguine. Many commentators chalked up last week's big rally in ...
US Shale Operators: Showing Restraint, Or Encountering Constraints?
Energy stocks appear to be suffering from a case of déjà vu. Last year, the sharp recovery in US crude production and the oil-directed rig count, coupled with money managers taking profits on their sizable ...
Narrowing Our Focus
Upstream Thoughts Among the upstream names on our Focus List, Concho Resources (NYSE: CXO) boasts a strong balance sheet, franchise assets in the Permian Basin and a record of capital discipline and operational excellence. We ...
Focus List: Upgrades and a Value Swap
(Click table to enlarge.) Our recent additions to the Focus List have fared well, with Occidental Petroleum Corp (NYSE: OXY), Concho Resources (NYSE: CXO) and Halliburton (NYSE: HAL) delivering more than two times the total ...
No Longer A Keystone for TransCanada
Last month, the Nebraska Public Service Commission approved the northern leg of the Keystone XL pipeline, remobing the last major regulatory hurdle after the US State Dept signed off on the controversial project’s border crossing. ...
Paradigm Shift in MLP Land
Energy stocks have enjoyed a solid back half of the year, led by exploration and production companies. Much of this recent upside reflects the improving outlook for crude oil, with the markets for Brent (more ...
Permian Basin to Take Market Share in a Short-Cycle World
The ability of shale oil and gas producers to adjust to price signals relatively quickly should enable the US to take market share by responding to growing global demand for petroleum products and offsetting output ...
Oil-Field Services and Equipment: Exercise Caution
Despite the Philadelphia Oil Service Sector Index’s roughly 20 percent rally from its Jan. 20 low, we continue to regard this link in the energy value chain as one of the most challenged in the ...
MLP Equity Issuance: Past and Present
Editor's Note: Elliott Gue and Roger Conrad will make their annual appearance at The MoneyShow Orlando to share their outlook and top picks for 2016. Don't miss out on this opportunity to meet the Capitalist Times team in ...
TRENDING TOPICS
Natural Gas Tumbles Below $3.50/MMBtu
Some readers have asked for an update on our outlook for US natural gas prices considering the near 70% plunge in front-month gas futures since ...
Beware (Some) Energy Companies’ Floating Rate Debt Bomb
Q4 earnings reporting season is still more than month off for the energy sector. But midstream leader Kinder Morgan (NYSE: KMI) has announced its preliminary ...
Midstream Dividends Rising Again, Prices To Follow
Forget the Fed, Russia and windfall profits tax threats. The big news in energy this week is dividend increases, most impressively at Model Portfolio midstream ...
Energy Earnings Better Than Ever
Benchmark oil prices were sometimes as much as $40 a barrel higher in Q3 2022 than in the year earlier period. So it’s understandable investor ...