Elliott H. Gue
05/24/12: May Live Chat
Elliott will host the next Energy Strategist Live Chat on May 24, 2012, at 2:00 p.m. EST. This is your opportunity to ask questions about specific Portfolio recommendations or broader trends in the energy patch.
Profiting from the Gas Glut
US natural gas prices will likely remain depressed for at least the next few years, with any potential upside hinging on weather conditions.
05/04/12: The Sand to Succeed
This proppant producer stands to benefit from accelerating drilling activity in liquids-rich shale plays.
First-Quarter Review: Services and Equipment
Each earnings season, The Energy Strategist takes a detailed look at oil-field services giant Schlumberger’s (NYSE: SLB) quarterly results and subsequent conference call with analysts. One of the best-managed firms in the business, Schlumberger’s international reach and diverse operations--not to mention CEO Paal Kibsgaard’s candor about emerging trends in the energy patch--make the company’s quarterly conference calls must-attend events. In this issue, we analyze the key takeaways from Schlumberger's earnings call and their implications for our investment strategy.
Top Energy Growth Trends and How to Play Them
Paying close attention to the trends that Schlumberger (NYSE: SLB) highlights in its quarterly earnings releases and conference calls--and investing accordingly--often pays off.
The World According to Schlumberger
Each earnings season, The Energy Strategist takes a detailed look at oil services giant Schlumberger’s (NYSE: SLB) quarterly results and subsequent conference call with analysts. One of the best-managed firms in the business, Schlumberger’s international reach and diverse operations--not to mention CEO Paal Kibsgaard’s candor about emerging trends in the energy patch--make the company’s quarterly conference calls must-attend events.
Processing Profits
Depressed natural gas prices and robust drilling activity in liquids-rich shale plays mean it's boom time for master limited partnerships that own processing assets.
Kinder Morgan Energy Partners LP: Ignore the Naysayers
One stock has outperformed the Alerian MLP Index over the past decade and exhibited even less volatility: Kinder Morgan Energy Partners LP (NYSE: KMP).
04/25/12: Takeover!
Halcon Resources (NYSE: HK) this morning announced an agreement to acquire Aggressive Portfolio holding GeoResources (NSDQ: GEOI) for a 23 percent premium. We had highlighted the stock as one of our top takeover picks for 2012.
04/20/12: Upside Promise and Downside Protection
With the stock market likely to pull back 5 percent to 10 percent, investors should book some profits on big winners and consider the latest addition to the Hedges Portfolio. Shares of a newly listed LNG tanker owner also trade at an attractive valuation.



