Here’s a closer look at the confluence of events that clobbered portfolio holding Enviva. Read More
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This month’s Portfolio Update will focus on earnings news from selected portfolio companies. Read More
Despite economic headwinds, our portfolio holdings generally delivered solid first-quarter operating results. Read More
After a decent April, utilities sold off in the first half of May. Read More
This week we have new Best Buys, analyze ONEOK's proposed takeover of Magellan, and do a very thorough analysis of Q1 earnings. Read More
This week I take a deep dive into the ongoing Eniva fiasco. Read More
First quarter earnings are coming in at a steady pace. In two weeks, I will do a full analysis of Q1 earnings. Read More
I unveil the latest Best Buys, provide option trades on GLPI, discuss the regulatory framework for electric utilities, and answer recent reader questions. Read More
Here’s an update on the latest developments among our holdings. Read More