A wrong-way bet on biofuels by Carl Icahn has put CVR Energy in a precarious position. Read More
Archive
Filter
An update on one of the portfolio’s problem stocks ahead of a crucial quarterly update. 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
The down cycle of the energy sector is generally good for refiners. The past year has been a perfect example, as the refining segment has shined. Read More
Sanctions on Venezuelan oil imports would impact the margins of U.S. Gulf Coast refiners. Here is a brief update, to be followed by a feature article next week. Read More
Robert Rapier and Igor Greenwald will host the next Energy Chat on July 25, 2017, at 3 p.m. EDT. Ask our energy experts about their current outlook, recent energy sector trends and specific recommendations. Read More