Now that Q1 earnings are behind us, there remains a significant amount of non-earnings related portfolio news to discuss. Read More

In this month’s Utility Beat, we provide the latest Best Buys, I offer some option trade suggestions on TEGNA, and I spill over some earnings news that wouldn’t fit elsewhere. Read More

Media company TEGNA seems like a good value, but the stock performance continues to disappoint. Read More

Here’s a look at the latest developments among our holdings. Read More

Our portfolio holdings more than held their own this earnings season. Here are the highlights. Read More

Over the past month, we recorded one of the best performances in this publication's history. Read More

This week's issue is loaded with Q1 2024 earnings news. Read More

This week we take a deeper look into an underperforming Best Buy. Read More

This week we report on the first batch of portfolio earnings from the first quarter. Read More

I provide the latest Best Buys, I offer some option trade suggestions on MPLX LP, and I explain why we are bringing MPLX back into the Growth Portfolio. Read More