Enviva’s management has been deceptive and increasingly opaque. Now we know why. Read More
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Third-quarter operating results for our portfolio holdings provided a good news/bad news scenario. Here are the details. Read More
The utility sector has been battered this year, but it may finally be turning a corner. Read More
This week we take a deeper dive into Q3 portfolio earnings and unveil the latest Best Buys. Read More
This week we take a look at Enviva's disastrous quarter. Read More
This week we take a look at an oversold utility that may be turning the corner. Read More
Earnings season is upon us. Here are some highlights from portfolio companies that have reported. Read More
I explain why cash flow is a more important metric than earnings, I discuss option buys for ADM, and answer reader questions. Read More
This agricultural giant is poised for long-term growth but must get through a rough patch first. Read More
Since last month, significant events have affected the following portfolio holdings. Read More