The refiners will continue to perform well in a climate of moderate oil prices, so today I am adding a refining bellwether to the portfolio. Read More

A wrong-way bet on biofuels by Carl Icahn has put CVR Energy in a precarious position. Read More

After soaring another 20% on a strong earnings release, it's time to take some profits in SolarEdge Technologies.  Read More

Marathon was added to the portfolio last October, and it has performed well. After posting several quarters of steadily improving earnings, I am raising the Buy target for the company. Read More

SandRidge was once a debt-laden company that I would never recommend to investors. But a Chapter 11 bankruptcy reorganization seems to have set the company on a more promising course.  Read More

Enterprise hit the rare home run, while Plains struck out. Read More

I am taking advantage of the current sell-off to add one of the Permian Basin's fastest growing oil producers to the portfolio. Read More

I have twice regretted not picking up shares of Smart Sand when the price dipped. Fortunately, the market has given me a 3rd chance.  Read More

Today's moves complete the first step of the portfolio overhaul by converting the remaining Holds into Buys or Sells.  Read More

The portfolio culling continues this week, as I convert all existing Holds into Buys or Sells.  Read More