Canadian pipeline bargain TransCanada doesn’t need the Keystone XL to thrive. Meanwhile, Venezuela must hurry to sell Citgo before the full bill for its ill-considered expropriations comes due. Read More
Issues
Despite the recent weakness in oil and gas prices, energy stocks are still going strong and our picks are piling up big gains. We review the major midstream players in the Eagle Ford and recommend a fast-growing Marcellus driller. Read More
Everybody seemed to win in Kinder Morgan’s shock merger. But some did a lot better than others. Top natgas producers like Cabot are delivering on their promises despite an unhelpfully cool summer. Plus: Western oil giants are sticking with Putin. Read More
Biofuels are poised for a growth spurt as cheap corn pumps up profits. We dig into the available technologies and add another ethanol play to our portfolios. Read More
Rising carbon emissions underscore the need for more renewable energy with a cleaner profile. We have two new picks in solar and biofuels. Read More
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
The latest gleanings from the energy arena show solar outpacing other renewables. We recommend a new investment in that sector. Plus: Iraq’s message for crude. Read More
It’s time to shop for bargains in the battered offshore drilling sector, and we have two rock-solid new value picks. We also sort out the tempest over fracking and add a driller that didn’t get the “shale is over” memo. Read More
Natural gas producers have turbocharged our recent performance and remain solid buys. Plus: a new midstream pick and bullish news from two recent portfolio additions. 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