The Energy Strategist

Download Current Issue
Next Issue: 09/22/2010

King Coal

September 6, 2010
By Elliott H. Gue

This US-based coal firm offers exposure to robust demand in Asian markets.

Politics and Energy

September 1, 2010
By Elliott H. Gue

The upcoming US midterm elections and recent votes in Australia and the UK have important implications for the market and energy-focused investors.

Recent Issues

Whereas coal still appears to be king, the purported heir to the throne, alternative energy, appears a ways off from being a contender; second-quarter results were decent, but 2011 is shaping up to be an absolute disaster for the former market darling.

Oil Services: In the Sweet Spot

August 4, 2010
By Elliott H. Gue

Investors should regard any pullback as an opportunity to buy the names in the model Portfolios. In particular, subscribers should consider adding to positions in my favorite oil-services names and master limited partnerships (MLP).

Energy Value Plays

July 21, 2010
By Elliott H. Gue

Big Oils are a classic value proposition at current prices; now is the time to go shopping.

Summer Hedges

July 7, 2010
By Elliott H. Gue

Macro issues will continue to drive stock prices in the energy sector until second-quarter earnings season gets into full swing. Here are two short plays to hedge your portfolio.

Issue Archives

A Full Tank of Oil

June 23, 2010

Headline Risk and Summer Havens

June 2, 2010

The Big Picture: Energy Stocks and Europe's Debt Crisis

May 19, 2010

Opportunity amid Crisis

May 5, 2010

First-Quarter Recap

April 21, 2010

The Search for More Oil

April 7, 2010

Investing in Efficiency

March 24, 2010

The Explorers

March 3, 2010

A New Dark Age for Refiners

February 17, 2010

Earning Their Keep

February 3, 2010

2010: The Year for Natural Gas

January 20, 2010

The Crystal Ball

January 6, 2010

Energy Watch List

Energy Watch List - get the facts on 100+ energy stocks.
My Energy Stocks - create your own portfolio

Alerts

- 9/7/10: Buying Opportunity

- 7/27/10: MLP Funds

- 7/13/10: Same Old Moratorium

The Energy Letter

Pugh Clauses and Shale-Gas Activity

September 2, 2010
By Peter Staas

Drilling activity in unconventional plays remains robust despite depressed natural gas prices--a puzzling disconnect that prompts many investors to steer clear shale-gas producers. Pugh Clauses explain part of this anomaly.

The Energy Letter Archives