Although utilities investors should always monitor the actions of regulators, an election year can be an especially treacherous time for the industry. That’s because essential services companies offer easy targets for politicians hoping to curry favor with the electorate. Read More
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Despite the financial media’s efforts to amp up the drama between earnings seasons, most companies that have reported earnings so far turn out to be in solid shape, with cash flows supporting their dividends. Read More
Amid economic uncertainty, investors should carefully review a firm’s financials to ensure that it has a sustainable dividend and a manageable debt burden. Additionally, we review the earnings reports from more than two-dozen Portfolio companies. Read More
A new addition to the Income Portfolio, this bond is attractively priced and comes with the potential for a windfall should its issuer be acquired. Read More
This month's Growth Spotlight is underappreciated right now, but management has already taken steps to strengthen what are already solid core operations. Read More
News from Southern Europe continues to cloud the global economic and investment horizon. Read More
Mergers-and-acquisitions activity is on the uptick, as long-term-minded companies look to expand footprints and build scale. Read More
UF Portfolio Holdings are enjoying a summer rally, as investors seek them out for safety and yield. Remember, however, that no stock is good enough to justify overpaying to own it. Read More
Natural gas has been down so long, any positive move looks significant. Here's the story of the commodity's long-term role in the global power generation fuel mix. Read More
Safety-seeking Johnnies-come-lately have pushed utility stock valuations ever higher this spring. Time to watch what you pay as well as what you buy. Read More