In this issue:

 It can be terrifying to buy stocks that have already enjoyed a huge run, and this week we address the issue head-on after a reader questioned recent portfolio selections. We’ll also discuss the hottest new US shale plays as well as several new technologies, some promising and others problematic. Finally, we’re recommending a leading designer and builder of energy infrastructure poised to profit from the rapid technology and production shifts transforming the industry. It’s already run, but is far from done. Happy investing.