Quality eventually wins out, and there’s no better place to shop for it than among cheap stocks of companies that are best positioned to take advantage of the world’s transition to the kind of new processes and new technologies that will reshape the world of the 21st century. Read More

When we began putting this Portfolio together, we started with two premises. First, we’re 100 percent long in stocks at all times, with no cash, bonds or hedge positions. Second, we’re building the Portfolio by systematically picking up companies backed by the highest-quality businesses we can find. These businesses are wired into the ongoing transformation of global systems to a 21st century economy and polity. Read More

When we began putting this Portfolio together, we started with two premises. First, we’re 100 percent long in stocks at all times, with no cash, bonds or hedge positions. Second, we’re building the Portfolio by systematically picking up companies backed by the highest-quality businesses we can find. These businesses are wired into the ongoing transformation of global systems to a 21st century economy and polity. Read More

The TVA disaster is certain to reignite the debate over the environmental impact of coal-fired power plants around the country. But grave as the implications of the spill are for residents of eastern Tennessee, they’re by no means the most serious threat to America’s drinking water supplies. Read More

The TVA disaster is certain to reignite the debate over the environmental impact of coal-fired power plants around the country. But grave as the implications of the spill are for residents of eastern Tennessee, they’re by no means the most serious threat to America’s drinking water supplies. Read More

I look for continued massive government-led investment in alternative energy over the next few years. But this is clearly no time to be an upstart. Rather, the advantages of scale are increasingly coming to the fore. The industry’s biggest and strongest will profit as never before. But smaller rivals--even if they are innovative--are in for a rough ride and survival is most definitely not assured. Read More

I look for continued massive government-led investment in alternative energy over the next few years. But this is clearly no time to be an upstart. Rather, the advantages of scale are increasingly coming to the fore. The industry’s biggest and strongest will profit as never before. But smaller rivals--even if they are innovative--are in for a rough ride and survival is most definitely not assured. Read More

We’re not out of the woods yet in this market. Stocks of all sectors are washed out, and values abound. But more wild swings are almost certain, as are further dramatic selloffs for stocks--possibly even new lows. The time has rarely been better, however, for finding compelling bargains. You’ve got to be ready for the ups and downs, but the positions you lock in now on great companies will pay off for years to come. Read More

We’re not out of the woods yet in this market. Stocks of all sectors are washed out, and values abound. But more wild swings are almost certain, as are further dramatic selloffs for stocks--possibly even new lows. The time has rarely been better, however, for finding compelling bargains. You’ve got to be ready for the ups and downs, but the positions you lock in now on great companies will pay off for years to come. Read More

Today’s generation of utility management is looking for ways to meet demand and environmental mandates in ways best calculated to win regulatory support. And there’s nothing like renewable fuels and conservation these days to get the thumbs up for breaking ground--or more important, for earning generous returns on investment. Read More