Investing Topics: Focus List

03/31/17: New Addition To Focus List

By Elliott H. Gue on Mar. 31, 2017

We’ve added a new stock to our Focus List.

Focus List Update: Underweight Upstream Pays Off, But Midstream Pulls Back

By Roger S. Conrad on Mar. 18, 2017

With the exception of Algonquin Power & Utilities Corp (TSX: AQN, NYSE: AQN), the names on our Focus List have pulled back over the past few weeks, though they have still outperformed the S&P 500 Energy Index.

Focus Up

By Elliott H. Gue on Feb. 22, 2017

Our Focus List has continued to outperform the S&P 500 Energy Index over equivalent holding periods. Note that we have dropped MPLX LP (NYSE: MPLX) from the Focus List after the stock gained more than 25 percent since early December and traded above our value-based buy target for more than a month.

Focus List Update And Noteworthy Portfolio Developments

By Peter Staas on Feb. 9, 2017

Since its reinstatement in early December 2016, the Energy & Income Advisor Focus List has generated an average total return of 9.6 percent, outperforming the S&P 500 Energy Index’s average loss of 4.5 percent over an equivalent holding period. We dig into fourth-quarter results from companies on our Focus List and in our Model Portfolios.