• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
  • 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).

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.

Subscribe today to receive a sample issue of EIA
  • Live Chat with

    Elliott and Roger on Sep. 27, 2022

  • Portfolios & Ratings


    • 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