Utilities have declined since the last issue, but once again, the rebounding energy sector was a bright spot. Read More

This week we review first quarter earnings of our portfolio companies, which generally came in strong. Read More

NRG shares recently sold off after the company disclosed its financials were impacted by Winter Storm Uri. That misfortune presents us with a buying opportunity. Read More

This month's theme is electric utilities. This week, a deep dive into the sector. Read More

Canada-based telecom TELUS is poised for outperformance. Read More

We calibrate our favorite picks according to changing conditions. Read More

The books are closed on Q1 and our portfolios performed well. Read More

The scarcity of water around the planet is making H20-related companies a shrewd investment. Read More

Conventional utilities finally rewarded our patience and broke out in April. Both portfolios were full of double-digit gainers last month. Read More

Last month Canadian telecom TELUS was added to the Growth Portfolio. This week we take a closer look at the company. Read More