This week, we have major M&A developments, as well as miscellaneous portfolio news. Read More

This week we take a deeper dive into my favorite master limited partnership. Read More

In this month’s Utility Beat, we discuss the buyout offer for Magellan Midstream Partners and continue the discussion on Enviva. But first, the latest ranking of the Best Buys. Read More

Here’s a closer look at the confluence of events that clobbered portfolio holding Enviva. Read More

This month’s Portfolio Update will focus on earnings news from selected portfolio companies. Read More

Despite economic headwinds, our portfolio holdings generally delivered solid first-quarter operating results. Read More

After a decent April, utilities sold off in the first half of May. Read More

This week we have new Best Buys, analyze ONEOK's proposed takeover of Magellan, and do a very thorough analysis of Q1 earnings. Read More

This week I take a deep dive into the ongoing Eniva fiasco. Read More

First quarter earnings are coming in at a steady pace. In two weeks, I will do a full analysis of Q1 earnings. Read More