FREE INVESTING ANALYSIS
Utilities
EEI Conference Preview: Electricity Markets and the War for Coal
By Roger S. Conrad | Oct. 18, 2017The Trump administration has clearly gone all-in on turning the supposed war on coal into a war for coal, but the outcome will depend on electric utilities and power companies. We'll focus on the risks and opportunities associated with government intervention when we attend the Edison Electric Institute's financial conference in November.Energy Stocks
Natural Gas: More of the Same
By Elliott H. Gue | Sep. 24, 2017Nevertheless, our outlook has called for natural gas to remain volatile but range-bound, as spikes toward $3 per million British thermal units (mmBtu) will sow the seeds of their destruction by incentivizing production growth and prompt electric utilities to switch from gas to coal. Conversely, moves below $2 per mmBtu will encourage demand and prompt exploration and production companies to slow their drilling and completion activity.Market Outlook
Sector Rotation and Our Low-Volatility Concerns
By Elliott H. Gue | Sep. 14, 2017While the risks of today’s low-volatility stock market are clear, we continue to believe the next sell-off in the broader market will be a correction, not the beginning of a new bear market. Look for a rotation out of the growth-oriented fare and into cyclical and value groups.Energy Stocks
Technology Trends in Midstream Energy Producers
By Roger S. Conrad | Aug. 20, 2017Every earnings season, companies in the oil-field services industry highlight emerging technologies that can help upstream operators to improve their well productivity, boost operational efficiency and reduce per-barrel production costs. The current trends and new techniques are perhaps more important than ever given current prices.Global Top Cat
Europe's Synchronized Growth
By Yiannis G. Mostrous | Jul. 31, 2017Four months into the year and the global economy is in the midst of synchronized growth that should allow it to grow around 3.5 percent this year. China’s solid growth, India’s recovery after the monetarization jitters and the eurozone’s stronger-than-expected growth have been the catalysts for the strong showing this year.
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Global Top Cat
China: Buying Oil
By Yiannis G. Mostrous | Oct. 12, 2017On a price to book metric, the energy sector trades at a 50 percent discount to its 20-year average. That makes it the cheapest sector in the emerging markets universe. Our favorite company fits well with our Asia-focused investment thesis and current geopolitical trends.Portfolio Update
Value Play Earns Higher Buy Target
By Elliott H. Gue | Oct. 11, 2017Low leverage, plenty of cash and a high-quality asset base make this exploration and production company a winner.Portfolio Update
Critical Facts From Upcoming Q3 Numbers
By Roger S. Conrad | Oct. 11, 2017Over the next few weeks, Lifelong Income portfolio members will deliver quarterly results. It’s likely to be quiet quarter for most. But several companies face potentially key developments that merit close watch.Income Investing
Macro Income Talk
By Roger S. Conrad | Oct. 11, 2017What could take utility stocks down a peg? At the end of the day, a rotation out of dividend-paying stocks could pose the biggest risk. These realities mean that active investors should stay disciplined and be nimble; volatility creates pain—and opportunities.Health Care Stocks
Equipping the Biopharma Revolution
By Peter Staas | Sep. 28, 2017This company supplies advanced equipment and instruments to laboratory wonks and stands to benefit from several real-world growth trends.
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