Despite sales declines, utilities continue to grind out earnings growth. Read More

Upside earnings surprises could indicate future outperformance. Read More

Today, we’re announcing the end of one of our newsletters, but not the end of our faith in emerging markets (though you may have given up on them a long time ago). It’s a faith we continue to champion in our Personal Finance newsletter as a key growth engine… Read More

The sector has rallied hard alongside the shares of key oil patch customers. Read More

Calling a company a “hero” for doing what it should be doing—investing for the future—seems odd. But after another quarter of declining productivity and business investment we know many companies aren’t spending for future growth.Those companies that do reinvest are being called “U.S. investment heroes” by many economists and investment… Read More

EOG isn’t the largest U.S. oil and gas producer but it is the best, as confirmed by the latest results. Read More

I usually avoid discussing politics in these columns, given the odds of getting nasty emails from one side or the other (sometimes both). But it’s election time and we can’t ignore the elephant and the donkey in the room: who’ll be sitting in the White House next year. I believe… Read More

We have to be careful when drawing conclusions about a president’s affect on stock market and the economy. For example, traditionally the pro-business Republican Party is regarded as good for the stock market, while the more regulatory-minded Democratic Party is viewed as an impediment to economic growth. However, no evidence supports those… Read More

A stronger dollar and imposing stockpiles have knocked crude down from its recent peak, but demand growth still favors higher prices. Read More

The stock market is starting to look like it’s ready to fall; buy utilities on dips. Read More