Investing Daily

Know Your BDCs

Ari Charney — Fri, 24 May 2013 05:40:00 +0000

This business development company (BDC) was one of only two BDCs that didn’t cut its dividend during the Great Recession. Even better, it actually raised it!

3 Stocks for Memorial Day

Chad Fraser — Thu, 23 May 2013 15:44:00 +0000

Memorial Day is a time for remembering fallen war heroes and getting together with family and friends. Here are three stocks that reflect the holiday.

Don’t Count Japan Out

Benjamin Shepherd — Thu, 23 May 2013 15:36:00 +0000

Despite the recent nosedive of Japan’s stock market, the nation’s fortunes are improving and it remains a solid bet on global economic growth.

Don’t Count Japan Out

Benjamin Shepherd — Thu, 23 May 2013 15:19:00 +0000

Despite the recent nosedive of Japan’s stock market, the nation’s fortunes are improving and it remains a solid bet on global economic growth.

The Commodity Supercycle Decelerates

Ari Charney — Wed, 22 May 2013 21:44:00 +0000

Australia’s resource sector is showing more signs that its boom has abated.

Caution: Speed Bumps Ahead

Igor Greenwald — Wed, 22 May 2013 21:33:00 +0000

Four years ago, at the tail end of The Great Recession, anyone brave enough to foresee $100 a barrel crude would likely have picked energy stocks as big winners. Yet here we are and here they are, garnering cautious investor interest as perennial laggards. The S&P 500 is up 146 percent from the closing low [...]

How to Play the Boom in LNG

Igor Greenwald — Wed, 22 May 2013 21:20:00 +0000

The push for liquefied natural gas (LNG) exports from US shores has often been compared to a gold rush, and like a mining boom of yore it seems to have stirred up a fair bit of speculation.Speculation tends to spring up around good, easily understood stories. And, short of pulling nuggets of precious metal from [...]

Pipes Full of Cash

Robert Rapier — Wed, 22 May 2013 21:01:00 +0000

New pipelines in the heart of the North American continent have begun dissolving the region’s crude bottlenecks. We’re taking the opportunity to survey the nation’s biggest and safest pipeline operators. As noted in the Jan. 9 issue of The Energy Strategist, this year we should begin to see significant relief of the buildup of [...]

New Blood, Fresh Hope for Chesapeake

Igor Greenwald — Wed, 22 May 2013 20:37:00 +0000

Just last month, I was using Chesapeake Energy (NYSE: CHK) as an example of everything an energy investor ought to avoid: an overleveraged and ailing leviathan long run for the primary benefit of its imperial CEO and his coterie of insiders. Yet here I am about to recommend it as an investment, albeit one of [...]

Risks to Take and Pipes to Cherish

Robert Rapier — Wed, 22 May 2013 20:34:00 +0000

In this issue: Unwieldy empires can be very costly, as Chesapeake’s long-suffering shareholders are still learning. But the hiring of a young and well-regarded outsider as CEO and recent purchases by a top value investor give us the confidence to bet on a successful turnaround. In contrast, the top mid-continent pipeline operators need only to [...]