The How They Rate (HTR) table gets a makeover, and this month’s Income Spotlight features the latest portfolio addition, Plains GP Holdings LP. Read More

This week we have new Best Buys, and a major shake-up of the How They Rate table. Read More

This week we take a deep dive into Q2 earnings. Read More

This week we review Q2 earnings calls for a number of portfolio companies. Read More

This week we have some important housekeeping notes, as well as a new addition to the Income Portfolio. Read More

After the markets closed on July 17, 2023, I force-ranked all the portfolio companies. Read More

In addition to being an master limited partnership, BEP is a renewable energy company that’s foreign based. Read More

Rising interest rates clobbered most income sectors. Here’s a close look at the unvarnished truth. Read More

Here’s a look at a cyclical segment of the utility industry that benefits when the overall economy is on the upswing. Read More

As noted in this month’s Portfolio Update, utilities were the worst-performing sector in the first half of 2023, and that trend continued over the past month. Read More