Our portfolios outperformed energy benchmarks but fell just shy of break-even in the first half of the year. Read More
Issues
It’s been a busy year for renewable energy and an even better one for our top pick in this fast-growing space. Plus: a new tanker portfolio and an analysis of the merger jockeying by two pipeline giants. Read More
Rising global demand is good for crude, gas, nuclear and solar, Robert argued recently in Denver in a presentation we reprise. But it’s not doing enough for slumping propane amid a U.S. supply glut, which is great for two of our portfolio picks. Read More
Despite the past year’s rally, there’s still value in refining stocks. We add a new pick while taking profits on a big winner. Read More
We use the latest data to assess the potential suitors for BP and find M&A targets similar to last week’s buyout. Plus: Why Williams pulled a Kinder and the game plan at Energy Transfer. Read More
But smart money is finding few good deals. BP is worried it’s on someone’s shopping list. Plus: Midstream earnings adding up. Read More
We stack up the largest drillers based on the latest reserves data in pursuit of bargains. We’re also adding two proven midstream winners in place of riskier picks leveraged to oil. Read More
With oil prices slumping and liquefied natural gas supply ramping up, investors and project developers should tread carefully. Read More
Our new Best Buys list focuses on the midstream and downstream processors earning predictable, and sometimes predictably juicy, returns amid low oil prices. We also investigate the increasingly popular solar yieldcos. Read More
Lower oil prices and rising fuel demand have sparked a massive rally. We have two new picks, multiple portfolio upgrades and all the key facts. Plus: EOG vs. the Saudis. Read More