A leadership change in Australia suggests that the draconian resources super profits tax will be watered down--an incremental positive for the mining industry. But the main reason to invest in coal miners down under remains intact: growing demand from China and India. Read More
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Fundamentals suggest that now is the time to buy shares of tanker companies. Read More
One of the master limited partnerships in our model Portfolios announced a rights offering as part of its restructuring plan. Here's how to play it. Read More
Should individual investors be sweet on Brazil’s sugar industry? Read More
Although the next issue of The Energy Strategist doesn’t come out until next Wednesday, we’ve been working hard to launch the redesigned TES website. Here's your guide to navigating the site's newest features. Read More
With a young fleet and little exposure to the Gulf of Mexico, this driller is our top energy pick for June 2010. Read More
Macondo is an environmental disaster, but investors must separate pre-election political rhetoric and sensationalist media coverage from reality and history. Odds are that Macondo will turn out to be far less of a disaster than BP’s most vocal critics suggest. Read More
The prevailing panic and risk aversion resembles typical behavior near key market lows. I still see the scope for a summer rally as valuations and fundamentals prompt traders to take on more risk. At the same time, it’s tough to declare that the correction is over until the broader market mounts a meaningful advance. Read More
Over the past year energy-focused MLPs have become more popular for the very same reasons as in the mid-1980s: high yields and tax advantages. Forget yields--focus on fundamentals when making your investment decisions. Read More
A steady stream of negative news and sensationalist headlines is behind the extreme volatility in global markets. Here's my game plan to navigate this challenging market. Read More