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Feature Articles

The Long View: Economics Favor Stacked Energy Plays

By Elliott H. Gue on Nov. 20, 2017
Although our outlook for oil prices and the US energy patch favors an overweight position in core midstream holdings, nimble investors can generate alpha in upstream names by buying when oil prices retreat to the low end of their range and taking some profits off the table when they recover.

TV Unbound

By Elliott H. Gue on Oct. 27, 2017
This national media company’s revenue continues to profit from cord-cutting and the emergence of new distribution platforms, including its own in-house model. The stock’s recent selloff gives tuned-in investors a compelling buying opportunity.