How to identify real earnings growth at utilities, while protecting against Federal Reserve stimulus, overvalued markets, and other monstrous factors that can mask real performance. Read More
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It’s a significant step in the regulatory and legal process. But the high court will let key determinations--including the environmental regulator’s “endangerment finding” with regard to greenhouse gases--stand. Read More
Emerging markets can offer investors badly needed diversification from uncertain trends in the US economy, while bolstering income investors' existing utility holdings. Read More
We're adding NextEra Energy Inc (NYSE: NEE) to the UF Growth Portfolio Core Holdings. Read More
What happens with Congress, “continuing resolutions” and a budget deal is mere prelude to the disasters that could accompany a failure to compromise on increasing the US federal borrowing limit. Read More
This month's Income Spotlight continues to succeed where other rural telecoms have foundered, posting solid growth numbers for its strategic businesses and generating sufficient cash flow to sustain its dividend. Read More
This month's Growth Spotlight operates in a favorable regulatory climate and is the largest generator of renewable wind and solar power in the US. Read More
The new CEO of Canada's top natural gas producer has announced ambitious plans to streamline the company's focus, and change could include a significant dividend reduction. Also, a company we added to the List last month made good on our forecast. Read More
Verizon Communications Inc (NYSE: VZ) has finally struck a deal to acquire the 45 percent of Verizon Wireless held by soon-to-be-former partner Vodafone Group Plc (London: VOD, NYSE: VOD). The price is a steep $130 billion, but the benefits of owning 100 percent of the No. 1 wireless carrier in the US are significant. Read More
Earlier this year Hedgeye Risk Management made a name for itself by issuing a widely publicized takedown of Linn Energy LLC's (NSDQ: LINE) finances. The same Hedgeye analyst who went after Linn now has Kinder Morgan Energy Partners LP (NYSE: KMP) in his sights. Read More