We expect it to drive growth despite new consumption methods and potential regulation.
Renewable energy has policy momentum, but gas generation offers reliability.
Potential vaping regulations have limited impact on our valuations.
We see some midstream opportunities, but much depends on the speed of recovery.
We see risks for managed care but also opportunities to own moatworthy companies at sizable discounts.
It continues to inflict pain on drug manufacturers and distributors.
We think fears of overbuilding in Manhattan are unwarranted.
Sales were soft in the most recent quarter, but we see brighter days ahead.
Equity valuations remain rich but still offer opportunities for income.
Wide-moat BlackRock and T. Rowe may not be the cheapest, but they're the best.