Elliott H. Gue

Analyst Articles

Seaborne Steam Coal The US boasts the world’s largest reserves of steam coal and is a leading producer of this commodity, though the majority of this output is destined for domestic consumption. Source: BP Statistical Review of World Energy 2011 In 2011 US shipments of… Read More

An unseasonably warm winter and ultra-depressed natural gas prices have bloated coal inventories at US electric utilities and prompted an unprecedented amount of fuel switching. Meanwhile, concerns about economic growth in China, India and other key emerging markets have weighed on names with exposure to international coal markets. But rumors of King Coal's demise are greatly exaggerated. In this issue, we examine our outlook for domestic and international coal markets and highlight our top picks for value investors. Read More

This company pioneered the idea of providing instant access to movies and TV shows for a monthly fee, but increased competition from deep-pocketed rivals such as Amazon.com (NSDQ: AMZN) and slowing subscription growth will continue to weigh on its stock price. Read More

Investors who heeded our advice and took profits prior to the pullback in the broader market should look to lock in elevated yields on our favorite names as the correction deepens. Here's a recap of first-quarter earnings for our Portfolio holdings, as well as our latest investment theses and updated buy targets. Read More

More than 800 investors and analysts attended the National Association of Publicly Traded Partnerships' (NAPTP) MLP Investor Conference in Greenwhich, Conn. This record crowd is a testament to the rising popularity of this security class among retail and institutional investors. In this issue, Elliott Gue and Roger Conrad recap the presentations from the conference and revisit their buy targets and investment theses for their Portfolio holdings. Read More