Another month brings more economic data pointing to an increasingly vulnerable economy. Despite the unexpectedly large rise in employment, close inspection of the numbers reaffirms what we wrote last issue. February 2023 still marks the high point in full-time employment. Perhaps more important, progress on inflation… Read More

In last month’s TCI we discussed why we are open to investing in Chinese companies and added two – BYD (OTCMKTS: BYDDF). and JinkoSolar (NYSE: JKS) – to Growth Portfolio. Here we look at two more. Since Chinese stocks do come with some unique risks, we’re not adding more than… Read More

This month we take a look at Income/Value Portfolio’s NextEra Energy (NYSE: NEE), a utility stock that offers a mix of a regulated utility business with an unregulated business focused on renewable energies. In fact, it’s the largest renewable-energy infrastructure builder in North America. The company’s yieldco, NextEra Energy Partners… Read More