Is the world’s economic cup half empty or full? With the fog of the November election campaign season fully descended, politics is affecting how many are answering that question.
The numbers were never going to be pretty for North American energy midstream companies. Management teams warned this spring that Covid-19 fallout was crushing volumes on both the upstream and downstream ends of the business. But with Kinder Morgan Inc. (NYSE: KMI) clearly managing these turbulent times, investors can afford to remain patient with this sector.
Chevron Corp (NYSE: CVX) and Sunrun Inc (NSDQ: RUN) are weathering industry challenges far better than most rivals, positioning them on the leading edge of a building wave of energy mergers and acquisitions.
The key for investors isn't the fate of one pipeline or another. It's how well-positioned companies are to handle a setback at an asset they own or are building. We win by focusing on the handful of companies that are best-positioned to emerge from this shakeout.
After a robust decade and a half following 1996 deregulation, large US telecom M&A had virtually evaporated. The exception: T-Mobile US’ (NSDQ: TMUS) merger with Sprint, which closed April 1, 2020.
From shuttered stores and offices to surging unpaid rents, US landlords have suffered a body blow this year. And there’s more turbulence ahead, from short-term cash shortfalls to big changes in tenant preferences. But American property is hardly down for the count.
On a 7-2 vote, SCOTUS overturned the lower court ruling that had rejected U.S. Forest Service authority to allow the ACP to cross the Appalachian Trail. Their decision affirms that jurisdiction. Completing the 600-mile project to link natural gas from Appalachia to demand in the Carolinas and Virginia, however, is not a done deal.
Communications sector leaders are playing a long game just now, sacrificing revenue gains from surging communications traffic, while absorbing the costs of building leading positions for critical applications to serve the exploding digital economy.
Total SA's (Paris: FP, NYSE: TOT) first-quarter results are a warning to those who would bet against the future of super majors. The environment is changing, but the business model is alive and well.
Final certification isn’t until May 22. But preliminary voting results show a strong majority in favor of PG&E Corp’s (NYSE: PCG) restructuring plan, allowing the California utility to exit the bankruptcy it entered in January 2019.
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