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Elliott H Gue

Elliott H. Gue brings an international perspective to KCI Investing, analyzing the complexities of global energy markets and related industries for Personal Finance as well as more specialized publications. From traditional fuels like coal and crude oil to the latest alternative energy sources, Elliott’s semimonthly newsletter, The Energy Strategist, unearths the most profitable opportunities in this booming sector and outlines the interrelated economic and geopolitical forces that drive these markets.

Before joining KCI, Elliott lived and worked in Europe for five years, earning a bachelor’s degree in economics and management and a master’s degree in finance at the University of London—the first American student to complete a full degree at this prestigious business school. In addition to his work on energy markets, Elliott is co-editor of The Partnership, an online newsletter that takes the guesswork out of identifying high-growth, high-yield partnerships through studied advice and sound market intelligence. He also coauthored a book on investment opportunities in Asia, The Silk Road to Riches: How You Can Profit by Investing in Asia’s Newfound Prosperity.

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 Articles by this Author

Although most global markets performed poorly amid last year’s financial crisis, global economies didn’t follow the same path. And as credit markets began to heal this year, some countries have been far quicker to recover than others.

In a market where most income-oriented groups offer near record-low yields, investors are starving for income. All MLPs offer market-beating distributions, as well as attractive tax advantages, but fight the temptation to blindly reach for the highest yields.

In a market where most income-oriented groups offer near record-low yields, investors are starving for income. All MLPs offer market-beating distributions, as well as attractive tax advantages, but fight the temptation to blindly reach for the highest yields.

We’ve been overweight staples in Personal Finance all year, and our favorites have actually beaten the S&P 500 despite the perception that they’re boring and defensive.

Parsing GDP

There’s enough slack in inventory data and additional stimulus in the pipeline to keep the economy growing for the next few quarters.

EPS and MLPs

In the case of master limited partnerships (MLPs), focusing on earnings per unit--the MLP equivalent of EPS--not only provides an incomplete picture of a company's health but it's also downright misleading.

The New Normal

Discussing long-term headwinds is an interesting intellectual exercise, but it’s not going to make you a dime, or even a euro-cent. As investors, our mission isn’t to dig up new indicators to justify a long-term bearish position. The mission is to make money.

Stocks to profit from in the oil and deep water drilling market. 

 

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Investors will be scouring earnings releases and conference calls this quarter for any further evidence that companies are seeing a real turn in business conditions.

Profits in the Golden Triangle

To profit from the boom in deepwater spending, focus on Brazil, my favorite region in The Deepwater Golden Triangle.

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