Issues

We review the portfolio’s strong performance during the first half of 2014 and update our list of Best Buys. A key survey of global energy trends shows relentless growth in demand. Plus: downgrading a former top pick on concerns over management integrity. Read More

Energy stocks are all the rage despite the growing crude glut; we’re taking profits on four drillers while warming to the two leading refiners. Robert reveals his four personal favorites and the philosophy that led him to these winners. We also review the LPG export boom led by several of our top portfolio holdings. Read More