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Always a highlight of my month, the June AE/CE/UF Online Chat, which took place a week late, proved a particularly uplifting experience because of the great people who make up our subscriber base.
Australian energy infrastructure assets are popular with investors foreign and domestic for their stability and their high yields.
There’s a lot going on in the utility space these days. But there are also opportunities to be found below the headlines, using old-school valuation metrics passed down from masters such as Graham and Buffett.
It’s one of the highlights of my work-month, the regular web-based chat with UF, CE and AE subscribers. The next one happens on Wednesday, May 28, at 2 pm.
Two major decisions--one handed down by the Supreme Court, the other by the US Court of Appeals--have generated a lot of headlines and some heat from advocates and opponents of coal. The practical implications are probably very limited.
It was another session defined by great questions from an active subscriber base, as we continue with our series of transcripts from our monthly question-and-answer sessions for Australian Edge, Canadian Edge and Utility Forecaster readers.
It’s an innocuous set of words by itself--“six months”--but in the context of several years’ worth of “quantitative easing” and the coming end of same it’s a combination able to drive a mini selloff.
As we do once every month save December, Australian Edge, Canadian Edge and Utility Forecaster subscribers and I got together for an online chat on Feb. 26. Here’s an edited transcript of what came up and what went down.
Comcast Corp’s (NSDQ: CMCSA) big bid for Time Warner Cable Inc (NYSE: TWC), expanding its combination of “conduit” and “content,” will get plenty of federal scrutiny.
It was another question-packed session in January as AE, CE and UF readers peppered your humble editor during the monthly subscriber chat.