Nice yields, solid balance sheets Read More

If – when – commodities heat up, be prepared Read More

The most recent Fed committee meeting conveyed an impression of Fed uncertainty about the economy. The Fed opted to keep Fed funds unchanged while simultaneously raising its forecast for how high it would raise this key interest rate eventually. The explanation for the mixed messaging was opaque, and some economists… Read More

Promoting energy efficiency Read More

Coping as Humira loses exclusivity Read More

As we point out in our first article, two giants in the oil market, China on the demand side and Russia on the supply side, both appear on course to tighten the oil market – China by maintaining or possibly increasing its current near-record demand for oil and Russia by… Read More

When asked about the term innovation, most will probably think of tech companies first. That’s certainly reasonable. Yet there’s another group of companies that must continually innovate: pharmaceutical companies. Because drug patent protections have a limited life (typically 20 years from patent filing), drug companies eventually will face the threat… Read More

In the June TCI, we welcomed Repsol (OTCMKS: REPYY) and Equinor (NYSE: EQNR) to our Income/Value Investing Portfolio. Due to space limitation, we could not cover either stock in detail in the issue. Today, let’s review the newest duo. Repsol is the largest oil and gas company in Spain, with… Read More