Modest profit-taking is the prudent move now. Read More

We seek to broaden our universe of offerings. Read More

It’s time to celebrate the exuberant performance of our holdings. Read More

Here’s why our data just got better. Read More

Here's a look at one of the best months for utilities stocks in memory, as investors flock to safety. Read More

Last month we announced we would be stepping up coverage of REITs. Today, we hone in on some candidates for inclusion in the portfolios. Read More

This month we began using a new data provider for analyzing portfolio companies. Here is how they score the current portfolios. Read More

Volatility has returned to the markets, but most of our portfolio companies have fared well. In any case, I offer two model portfolios for readers who are looking where to start. Read More

We provide updates and advice on Buckeye, Chevron, Valero, and Magellan. Read More

Here’s why this integrated oil and gas producer is “best-of-breed.” Read More