02/06/15: Two New Additions to the Lifelong Income Portfolio
09/19/14: The Turnaround Continues
09/15/14: Book a 60.5% Gain on Consolidated Communications
08/11/14: Our Take on the Kinder Morgan Mega-Deal
Last night, Kinder Morgan Inc. announced a series of transactions to acquire all outstanding equity interests in Kinder Morgan Energy Partners LP, Kinder Morgan Management LLC and El Paso Pipeline Partners LP. Here's our take.
08/05/14: Post-Earnings Swoons Create Buying Opportunities
Two of our small-cap holdings pulled back after announcing second-quarter results that fell short of expectation. In both instances, these temporary setbacks represent good buying opportunities.
06/26/14: Refiners and the Condensate Conundrum
An article in the Wall Street Journal about two private letter rulings from the Commerce Dept raised quite a hullaballoo in the energy market. Here's our analysis of this news and its investment implications.
06/23/14: Taking Profits and Raising Buy Targets
We take profits on two holdings in our Wealth Builders Portfolio and raise our buy targets on several names.
04/17/14: Sell BorgWarner for a 46 Percent Gain
We're cashing out of Wealth Builders Portfolio holding BorgWarner for an almost 47 percent gain.
04/04/14: Taking Profits on Adobe Systems and Other Portfolio Changes
We book a 35 percent gain on Wealth Builders Portfolio holding Adobe Systems and suggest taking profits off the table on one of the Lifelong Income Portfolio's big winners.