Third-quarter earnings season is in full swing for the energy sector, providing a deluge of data and information to sort through and analyze.

As always, we approach this quarterly exercise with an eye toward identifying emerging opportunities where the risk-reward balance skews in our favor and checking up on the existing holdings in our Model Portfolios to make sure our investment theses remain on track.

Readers should also be sure to check out our key takeaways and best investment ideas from the DUG Midcontinent conference, an event that the Energy & Income Advisor team attended last week to get a handle on developments in the emerging STACK play.