Portfolio: Resilient Businesses and Lagging Stocks
FREE PREVIEW
Subscribe to Read the Full Article
We’re in between earnings seasons. So, news flow from recommended Portfolio companies has been relatively sparse compared with a month or so ago. The important thing is what we have seen continues to demonstrate the business resilience of our positions. That makes it considerably easier to be patient as their stocks lag the broader S&P 500 by the widest margin since the recovery rally began in late March.
The primary exceptions to the sector underperformance: Northland Power (TSX: NPI, OTC: NPIFF) and Brookfield Renewable Partners (TSX: BEP-U, NYSE: BEP), which now also trades in C-Corp form as Brookfield Renewable Corp (TSX: BEPC, NYSE: BEPC).
Energy & Income Advisor
Your complete guide to energy investing, from growth stocks to high-yielders.
In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
Live Chat with
Elliott and Roger on May. 25, 2022
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Producers and Drillers
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
MLPs and Midstream
Our assessment of every energy-related master limited partnership.
International Coverage
Roger Conrad’s coverage of more than 70 dividend-paying energy names.
Experts
-
Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
-
Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor