Around the world and regardless of where they’re based, utilities returns on capital expenditures depend on regulatory decisions. Recent political changes have led to regulatory shifts with significant implications for this sector. Grab your passport, and let’s take a look at these recent changes.
Industry consolidation and recent pipeline approvals are encouraging developments for Canada’s oil-sands operators, but investors should continue to focus on quality and only buy when the price is right.
In an environment where oil prices range between $40 and $55 per barrel, North American short-cycle plays will remain the growth engine for the oil-field services industry. Investors might want to consider nibbling on select US-focused service names while keeping some powder dry in case oil prices swoon once again.
We preview the upside catalysts that could be in play for some of our Lifelong Income Portfolio holdings and replace one of our winners with another higher yielder that offers a better risk-reward proposition
The government’s war on coal may be over, but inexpensive natural gas and ongoing declines in the cost of renewable energy continue to drive the retirement of older coal-fired power plants in the US. Savvy investors should ignore the moribund coal industry and focus on energy storage.
Alberta plans to shut down all its coal-fired power plants by 2030, an ambitious target that will be a huge adjustment. This transition creates a massive longer-term opening for a few specific companies.
Now more than ever, many of the biggest, safest and fastest growing yields come in small packages. We hold four relatively small capitalization, high dividend companies in the Lifelong Income Portfolio and review the power of small strength.
DISCLAIMER: Capitalist Times, LLC is a publisher of financial news and opinions and NOT a securities broker/dealer or an investment advisor. You are responsible for your own investment decisions. All information contained in our newsletters or on our website(s) should be independently verified with the companies mentioned, and readers should always conduct their own research and due diligence and consider obtaining professional advice before making any investment decision. As a condition to accessing Capitalist Times materials and websites, you agree to our Terms and Conditions of Use, available here including without limitation all disclaimers of warranties and limitations on liability contained therein. Owners, employees and writers may hold positions in the securities that are discussed in our newsletters or on our website.