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  • October 17, 2011
  • Alert

Two recent takeover deals should have a positive read-through for our Portfolio holdings. Read More

  • October 11, 2011
  • Alert

We're closing one of our short positions because the potential risk currently outweigh the potential reward. Read More

  • October 7, 2011

From the ongoing sovereign-debt debacle in the EU to weakness in the U.S. economy, macro-level concerns drove the late-summer swoon in global stock markets. Although it’s impossible to protect your portfolio fully from the market’s short-term gyrations, selling your holdings when fear and panic rules the ticker is a sure-fire… Read More

  • October 7, 2011
  • Alert

Shares of this Canadian integrated oil company have pulled back substantially, presenting investors with a compelling opportunity. Read More

  • September 23, 2011

After overpaying for XTO Energy in 2010, ExxonMobil Corp (NYSE: XOM) is an early in two of the hottest emerging shale oil plays. Read More

  • September 22, 2011

SeaDrill has come a long way since 2005 when its fleet consisted of 11 drilling rigs. Today, the outfit is the second largest contract driller by enterprise value and boasts a growing portfolio of roughly 60 rigs. SeaDrill posted second quarter revenue of $995 million – down slightly from the prior… Read More