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  • Roger S. Conrad

Portfolio: Resilient Businesses and Lagging Stocks

By Roger S. Conrad on Sep. 23, 2020

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).

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  • Portfolios & Ratings

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      Balanced portfolios of energy stocks for aggressive and conservative investors.

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      Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.

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      Our assessment of every energy-related master limited partnership.

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    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