FREE INVESTING ANALYSIS
Master Limited Partnerships
The Canadian Invasion and Other Trends in MLP M&A
By Roger S. Conrad | Sep. 9, 2016We delve into some the recent trends in mergers and acquisitions involving master limited partnerships and other midstream operators.Utilities
Utility M&A Update
By Roger S. Conrad | Sep. 8, 2016Consolidation continues apace in the utility sector, as operators seek to take advantage of frothy stock prices to improve their economies of scale and increase their exposure to growing demand for natural gas. We update our takes on the various pending acquisitions involving the more than 200 essential-services stocks that we cover in our Utility Report Card.Master Limited Partnerships
Key Quotes from Midstream MLPs' Second-Quarter Earnings Calls
By Peter Staas | Aug. 28, 2016Second-quarter earnings season is done and dusted for midstream master limited partners (MLP) that own pipelines, processing and fractionation capacity.Income Investing
Utilities Sell Equity at the Right Time and for the Right Reasons
By Roger S. Conrad | Aug. 26, 2016The recent spate of equity issuance is yet another sign of frothy valuations in the utility sector, but these moves set the stage for future growth. Investors should bide their time and wait for a pullback to buy our favorite utility stocks.Telecoms
AT&T and Verizon Communications Extend Their Reach
By Roger S. Conrad | Aug. 10, 2016Some analysts have criticized recent acquisitions by AT&T and Verizon Communications as signs of weakness. We take a different view.
CT PREMIUM
Macro Outlook
Janet Yellen’s $5.36 Trillion Speed Trap
By Elliott H. Gue | Sep. 28, 2016The velocity of money has slowed significantly since the Great Recession, blunting the effectiveness of the Federal Reserve’s efforts to stimulate the economy through quantitative easing and ultra-low interest rates.Income Investing
International Flavor
By Roger S. Conrad | Sep. 27, 2016Income-seeking investors looking for bargains should set their sights on international markets.Real Estate Investment Trusts
A Sector of Their Own
By Roger S. Conrad | Sep. 26, 2016The creation of a real estate sector in the S&P 500 validates real estate investment trusts (REIT) as an asset class. But sky-high valuations mean that investors may not want to RSVP to this coming-out party.Portfolio Update
Riding the Cheese
By Roger S. Conrad | Sep. 23, 2016We explore why shares of this transportation-service provider have outperformed so dramatically this year.Portfolio Update
Spin City
By Elliott H. Gue | Sep. 18, 2016Two of our Wealth Builders Portfolio holdings announced spin-offs as part of their turnaround stories. We take stock of these moves and their implications.
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