Here are recent developments and earnings results among our holdings. Read More
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Fourth-quarter 2022 operating results for our portfolio holdings have been largely positive, with ample “beats” on the top and bottom lines. Read More
Both portfolios have outperformed the PHLX Utility Sector Index year-to-date, but they have lagged the S&P 500. Read More
This week I take a deeper dive into earnings that have been reported for Q4. Overall, they look really good. Read More
This week, we perform a "deep dive" on a regulated electric utility from my home state. Read More
Earnings are trickling in. This week I discuss some of those earnings, as well as miscellaneous portfolio news. Read More
I unveil the latest Best Buys and provide what is effectively a second feature article by doing a deeper dive into bond investing. Read More
For greater safety and balance, we’re adding bonds to our holdings. Read More
Here are updates on our holdings and their respective sectors. Read More
With 2022 in the rearview mirror, it’s time to take stock of the year, and look ahead to 2023. Read More