Oct 31, 2018 by Paul Chi and Moneymakers TeamMoody’sThe venerable ratings agency uses its dominant competitive position to churn out steady, growing returns.
Jan 16, 2018 by Paul ChiWatch List Addition: Tencent HoldingsThis is an Internet behemoth that's growing like a small cap.
Nov 20, 2017 by Paul ChiWatch List Addition: EquinixThis company's data centers give safe passage to the world's Internet traffic, and we think big things could be in store for investors as that traffic keeps growing.
Sep 26, 2017 by Paul ChiSell SasolThe synthetic-fuel maker faces an uphill battle as oil prices remain low, and the expansion in its chemicals business could be coming at just the wrong time.
Sep 14, 2017 by Paul ChiWatch List Addition: FactSet Research SystemsThis well-run data provider produces some excellent numbers of its own. Does it have what it takes to join MDP's portfolio -- and yours?
Sep 5, 2017 by Paul ChiSell Apollo InvestmentIncome Investor gave this business-development company a second chance, and it hasn't paid off for investors. It's time to cut loose.
Aug 8, 2017 by Paul ChiSell Teva PharmaceuticalTeva looks cheap today based purely on the numbers, but management has shown a lack of industry foresight, questionable strategic motives, and an inability to bring the company’s drug pipeline to market in a timely manner.
May 26, 2017 by Paul ChiWhat You Should Know About National Grid's Recent TransactionYou're getting some cash back -- yay! -- but your overall position may have changed a small amount -- harumph. Read on for more details.
May 26, 2017 by Paul ChiWhat You Should Know About National Grid's Recent TransactionIf you own shares, you're getting some cash back -- yay! -- but your overall position may have changed a small amount -- harumph.
May 23, 2017 by Paul ChiSell SabespShares of the Brazilian water and sewage provider have been choppy -- something you rarely see at a utility company -- and now that they've had some buoyancy, it's time to take your profit and let go.
May 15, 2017 by Paul ChiIPG Photonics Is a Buy Once MoreThis market disruptor has more going for it than we gave it credit for. So today, we're taking it off hold and declaring it fit for new investments.
Apr 3, 2017 by Paul ChiWatch List Addition: Canadian National RailwayThis is the only rail operator that connects the Atlantic, Pacific, and Gulf coasts -- which gives it access to important trade routes and plenty of opportunity to ship a growing number of goods over time.
Apr 3, 2017 by Paul ChiSell DCP Midstream LPThe natural gas company's recent big transaction increases its commodity exposure, undoing years of hard work to reduce that variable. The risk here is no longer worth it.
Mar 24, 2017 by Paul ChiSell NuStar GP HoldingsThe operator of fuel-storage facilities, pipelines, and terminals hasn't increased its distribution since 2012. There's no growth in sight, so Income Investor recommends selling.
Feb 27, 2017 by Paul ChiSpectra Investors: You Now Own EnbridgeToday's the day that Spectra Energy shares automatically turn into Enbridge shares as part of the previously approved merger, which creates one of the world's largest energy-infrastructure companies.
Feb 10, 2017 by Paul ChiGuidance Update: Hold Your Shares of Spectra EnergyIncome Investor's natural-gas infrastructure business has agreed to be bought. We've analyzed the merger and are excited about the combined company's potential.
Feb 7, 2017 by Paul ChiGuidance Change: Oneok Moves Back to BuyOneok is simplifying its structure in a win-win for all stakeholders involved.
Feb 7, 2017 by Paul ChiGuidance Change: Oneok Is Combining With Oneok PartnersIncome Investor is putting Oneok Partners on Hold and increasing its valuation estimates for both entities.
Jan 31, 2017 by Paul ChiSell Enbridge Energy PartnersManagement hasn't transformed the increasing amount of liquid running through its pipelines into increasing cash flow.
Jan 24, 2017 by Paul ChiSell Some Oneok, and Valuation Updates for It and Its PartnerIncome Investor recommends taking advantage of the market's current optimism as investing in the natural-gas infrastructure businesses becomes riskier.