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Robert Rapier will host the next Energy Strategist Live Chat on Feb. 15, 2013, at 2 p.m. EST. This is your opportunity to ask our chief investment strategist about his current outlook, recent trends and specific recommendations. Read More

We are removing the following names from the porfolios: SandRidge Permian Trust (NYSE: PER), SandRidge Mississippian Trust I (NYSE: SDT), SandRidge Mississippian Trust II (NYSE: SDR), Petrobras (NYSE: PBR A), Baker Hughes (NYSE: BHI), BG Group (LSE: BG, OTC: BRGYY), Nordic American Tanker Shipping (NYSE: NAT), Chesapeake Granite Wash Trust (NYSE: CHKR), Chesapeake Energy 4.5% Preferred (NYSE: CHK D), NuStar Energy (NYSE: NS), PVR Partners (NYSE: PVR). 7.25% Oasis Petroleum Senior Notes, Macmahon Holdings (ASX: MAH, OTC: MCHHF) and Oil Search (ASX: OSH, OTC: OISHF). We are also eliminating the Hedges Portfolio along with holdings First Trust ISE-Revere Natural Gas Index (NYSE: FCG) and ProShares Short S&P 500 (NYSE: SH). 7.25% Oasis Petroleum Senior Notes Read More

In this issueWe’re putting our own stamp on this portfolio by kicking out 16 holdover holdings that no longer meet our investment critieria. Below, we explain our reasons and philosophy, drawing lessons about risk tolerance and the importance of having the discipline to sell. Chief Investment Strategist Robert… Read More