Elliott H. Gue

Analyst Articles

I’m making a number of changes to the names in my Best Buys list. 1. SandRidge Mississippian Trust I (NYSE: SDT) is a US energy trust that I first profiled and added to the Growth Portfolio in the Oct. 6, 2011, issue of The Energy Strategist, The Yield… Read More

Although the international rig count remains elevated and oil prices support developmental drilling, intense price competition on large-scale projects has limited margin growth for oil services firms. Read More

With natural gas prices likely to remain depressed for at least the next two to three years, producers have scaled back drilling in the Haynesville Shale and other dry-gas plays in favor of the Eagle Ford Shale and other liquids-rich basins. The implications of this strategy shift for overall drilling activity and margins on pressure pumping are unclear at this juncture. Read More

In the past 12 months, a dozen master limited partnerships (MLP) have gone public. We expect this trend to continue, as energy infrastructure owners seek to monetize their midstream assets and take advantage of investors’ demand for high-yielding securities Read More

the total transaction value to USD2.22 trillion. Two major up-cycles in corporate dealmaking have occurred in the 12 years.  The 2000-02 technology bust and the collapse of the high-flying Nasdaq halted the late 1990s boom in merger and acquisitions (M&A). The technology sector drove much of this deal flow, with… Read More