Booming domestic production is a good thing. Lack of adequate infrastructure is not. Read More

Our position is that interest rates will rise, but that the pace and eventual peak of this prospective rate-hiking cycle will be slower and lower relative to such periods of the past. Read More

There are still viable options for investors seeking, above all, preservation of their capital, despite prevailing angst about the potential for rising interest rates. Read More

Several Portfolio Holdings are involved in critical infrastructure projects that will go a long way to solving energy supply problems in the Northeast and the Carolinas. Read More

A longer comment period won’t change the fact that the EPA’s “Clean Power Plan” will face vigorous challenges in federal court, whether or not the final rule is announced in June 2015. Read More

Former Portfolio Holding Atlantic Power Corp (TSX: ATP, NYSE: AT) has cut its dividend again, this time by 70 percent. And Barry Welch, the found and now-former CEO of the company, has stepped down. Read More

It's been a rough several months for this diversified energy utility. But management has a grip on an isolated oil production problem, and solving it should provide the basis for a turnaround. Read More

This Canada-based midstream powerhouse continues to add assets--on both sides of the border--and fortify its foundation for long-term growth. Read More

Income investors should focus on utilities that buy shale assets to protect profit margins. Read More