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Let's Make a Deal: Utilities Take Advantage of Pipeline Companies' Pain

Consolidated Edison's recently announced joint venture with Crestwood Equity Partners LP highlights a trend to watch in the utility sector.


  • Energy Stocks

    North American Oil-Field Services: This May Not Be the Rebound You're Looking For

    By Elliott H. Gue | May. 3, 2016
    Activity levels and pricing for oil-field services and equipment will likely remain under pressure in the US onshore market this year, with early 2017 bringing a bit of a recovery on both scores. But a return to the levels witnessed during the boom years appears unlikely, especially if Saudi Arabia opts to tap some of its spare capacity to take market share and keep oil prices in check.
  • Tech Stocks

    To IPO, or Not to IPO?

    By Jason R. Koepke | Apr. 28, 2016
    Investors in initial public offerings (IPO) often harbor dreams of windfall profits by buying a winning growth story in its early innings. Nothing stokes investors’ imaginations like a hot tech IPO, but late-stage fundraising rounds have emerged as an alternative source of funding. Mutual funds and other institutional investors have become increasingly active in the private market.
  • Utilities

    More Deals on the Horizon for Exelon?

    By Roger S. Conrad | Apr. 19, 2016
    Although Exelon could be forgiven for swearing off future deals after enduring a painfully drawn-out approval process for its acquisition of Pepco, the management team has expressed an appetite for another merger. If the company completed due diligence on an alternative acquisition, a follow-up deal could come sooner than you might expect.  
  • Utilities

    Why Utility Stocks, Not Tesla Motors, Are the Smart Bet on Electric Cars

    By Roger S. Conrad | Mar. 30, 2016
    Investors prize utility stocks for their resilience, but don't overlook their upside exposure to several secular growth trends--including the electric car's long-term potential.
  • Income Investing

    The Case for Utility Stocks

    By Roger S. Conrad | Mar. 22, 2016
    Our favorite electric utilities should be able to accelerate their earnings and dividend growth rates, thanks to growing adoption of renewable energy and utilization of gas-fired power plants. And unlike previous periods of growth, the latest boomlet doesn't involve taking on significant operating risk.


  • Quarterly Earnings

    Quarterly Check-Up

    By Roger S. Conrad | May. 17, 2016
    We examine first-quarter results posted by our Lifelong Income Portfolio holdings and reassess their future prospects. Our conservative picks generally lived up to or exceeded expectations, while our aggressive holdings reported mixed results.
  • Quarterly Earnings

    A Mixed Bag

    By Elliott H. Gue | May. 13, 2016
    We remain dubious about the bullish case for the US economy, which is why hedges remain an important component of the Wealth Builders Portfolio. But first-quarter results from our remaining equity holdings indicate that their underlying businesses continue to head in the right direction.  
  • Global Top Cat

    Mining Stocks: Take Profits  

    By Yiannis G. Mostrous | May. 10, 2016
    Mining stocks have soared since we highlighted our top picks in a mid-February article. We revisit the macro outlook for the group and explain why these stocks have rallied too far, too fast.
  • Tech Stocks

    Digital Dividends

    By Jason R. Koepke | May. 5, 2016
    This overlooked tech company pays a generous dividend, trades at a reasonable valuation and offers exposure to the enterprise segment’s growing demand for cybersecurity solutions.  
  • Mining Stocks

    Stay Golden

    By Elliott H. Gue | Apr. 27, 2016
    Gold remains the best way to profit from growing concerns about the efficacy and long-term effects of central banks’ extraordinarily accommodative monetary policies.



    A balanced portfolio of Elliott Gue’s top stocks for capital appreciation.


    Roger Conrad’s top stocks for investors seeking reliable income.


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