Our take on the investing, financial, & economic themes of the day

Just Oil: EOG Resources, Inc.

28 May, 2015 by Paul Devine in Commentary
EOG Resources, Inc., is among the five stocks included in the Energy industry sector on our Most Favored Issues List (“MFIL”), the roster of stocks from which we form the portfolios of new clients. Most of the other Energy stocks on the MFIL are household names: everyone knows ExxonMobil and ... read more...

Reaction to Falling Oil Prices

5 December, 2014 by Mark O'Brien in Commentary
The price of oil has collapsed from about $106 a barrel at the start of the third quarter to about $65.50 a barrel today.  That’s a big move.  Were prices to stay down, the consequences could be equally big. Junk bond funds probably have the most exposure, at least in the short term.  As much ... read more...

New Report: Energy and Transportation Revolution

12 April, 2013 by Matthew O'Brien, Ph.D. in Commentary
In this month’s quarterly appraisal letter, I mentioned that a member of our investment team, Matthew O’Brien, Ph.D., has written a new piece of research about the implications of the ongoing revolution in domestic energy production.  Below is a summary of the report. Please ... read more...