Energy Infrastructure and the Energy Transition

August 03, 2023

Buy ($175)

Companies covered: Energy Transfer LP (NYSE:ET), Enterprise Products Partners L.P. (NYSE:EPD), MPLX LP (NYSE:MPLX), Sociedad Quimica y Minera S.A. (NYSE:SQM), Tesla Motors, Inc. (NASDAQ:TSLA), HCA Healthcare (NYSE:HCA), Enel S.p.A. ADS (OTCMKTS:ENLAY), Mercury NZ Ltd. (OTCMKTS:MGHTF), Williams Companies, Inc. (The) (NYSE:WMB), ONEOK, Inc. (NYSE:OKE), Exxon Mobil Corporation (NYSE:XOM), Flowserve Corporation (NYSE:FLS), NextEra Energy, Inc. (NYSE:NEE), The AES Corporation (NYSE:AES), Iberdrola SA (ADR) (OTCMKTS:IBDRY), Orsted A S Unsponsored ADR (OTCMKTS:DNNGY), Plains All American Pipeline, L.P. (NYSE:PAA), Targa Resources Corp. (NYSE:TRGP), WEC Energy Group Inc (NYSE:WEC), Xcel Energy Inc. (NYSE:XEL), Duke Energy Corporation (NYSE:DUK), Atlantia (OTCMKTS:ATASF), Emera Inc. (OTCMKTS:EMRAF), PG&E Corporation (NYSE:PCG), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Enbridge Inc (NYSE:ENB), Occidental Petroleum Corporation (NYSE:OXY), Oci NV (OTCMKTS:OCINF), Tokyo Electric Power Company Holdings Inc. (OTCMKTS:TKECF), Denbury Inc. (NYSE:DEN), Chevron Corporation (NYSE:CVX)

Alternative Energy and Utilities

July 24, 2023

Buy ($175)

Companies covered: Duke Energy Corporation (NYSE:DUK), Consolidated Edison Inc (NYSE:ED), American Electric Power Company, Inc. (NYSE:AEP), Eversource Energy (NYSE:ES), NiSource, Inc (NYSE:NI), Entergy Corporation (NYSE:ETR), Southern Company (The) (NYSE:SO), Constellation Energy Corp. (NASDAQ:CEG), Vistra Energy Corp. (NYSE:VST), Cameco Corporation (NYSE:CCJ), Air Products and Chemicals, Inc. (NYSE:APD), Linde PLC (NYSE:LIN), Chart Industries, Inc. (NASDAQ:GTLS), Plug Power, Inc. (NASDAQ:PLUG), Bloom Energy Corp. (NYSE:BE), Ballard Power Systems, Inc. (NASDAQ:BLDP), IDACORP, Inc. (NYSE:IDA), NextEra Energy, Inc. (NYSE:NEE), NextEra Energy Partners, LP (NYSE:NEP), WEC Energy Group Inc (NYSE:WEC), PG&E Corporation (NYSE:PCG), Portland General Electric Company (NYSE:POR), Avista Corporation (NYSE:AVA), Alliant Energy Corporation (NYSE:LNT), Southwest Gas Corporation (NYSE:SWX), Eos Energy Enterprises Inc. (NASDAQ:EOSE), Fluence Energy Inc. (NASDAQ:FLNC), Clean Energy Fuels Corp. (NASDAQ:CLNE), Fusion Fuel Green PLC (NASDAQ:HTOO), Enersys (NYSE:ENS), Dominion Energy, Inc. (NYSE:D), Emerson Electric Company (NYSE:EMR), Schneider Electric SE Unsponsored France ADR (OTCMKTS:SBGSY), Edison International (NYSE:EIX), FirstEnergy Corporation (NYSE:FE), ABB Ltd. (OTCMKTS:ABBNY), Graphene Manufacturing Group Ltd. (OTCMKTS:GMGMF), Itron, Inc. (NASDAQ:ITRI), KULR Technology Group Inc. (NYSEAMERICAN:KULR), REX American Resources Corporation (NYSE:REX), Charge Enterprises Inc. (NASDAQ:CRGE)

Investing Strategies

July 17, 2023

Buy ($175)

Companies covered: General Mills, Inc. (NYSE:GIS), Motorola Solutions, Inc. (NYSE:MSI), T-Mobile US, Inc. (NASDAQ:TMUS), American Water Works (NYSE:AWK), Southern Company (The) (NYSE:SO), Wendy's Company (The) (NASDAQ:WEN), O’Reilly Automotive Inc. (NASDAQ:ORLY), Transdigm Group Incorporated (NYSE:TDG), McDonald's Corporation (NYSE:MCD), Alphabet Inc (NASDAQ:GOOG), Rivian Automotive Inc. (NASDAQ:RIVN), Microsoft Corporation (NASDAQ:MSFT), SVB Financial Group (NASDAQ:SIVBQ)

ESG Investing

July 06, 2023

Buy ($175)

Companies covered: Companhia Paranaense de Energia (COPEL) (NYSE:ELP), China Water Affairs Group Ltd. (OTCMKTS:CWAFF), Vestas Wind Systems (OTCMKTS:VWDRY), Accton Technology Corp. (TPE:2345), Xylem Inc. (NYSE:XYL), Novo Nordisk A/S (NYSE:NVO), Etsy Inc. (NASDAQ:ETSY), Coca-Cola Company (The) (NYSE:KO), Procter & Gamble Company (The) (NYSE:PG), Schneider Electric SE (OTCMKTS:SBGSF), Apple Inc. (NASDAQ:AAPL), Starbucks Corporation (NASDAQ:SBUX), Toyota Motor Corp Ltd Ord (NYSE:TM), Bank of America Corporation (NYSE:BAC), Target Corporation (NYSE:TGT), Anheuser-Busch Inbev SA (NYSE:BUD), Jones Lang LaSalle Incorporated (NYSE:JLL), Stanley Black & Decker, Inc. (NYSE:SWK), Pirelli & C. SpA (OTCMKTS:PLLIF), Unilever PLC (NYSE:UL), General Motors Company (NYSE:GM), Oracle Corporation (NYSE:ORCL), Salesforce.com Inc (NYSE:CRM), Deere & Company (NYSE:DE), Adobe Systems Incorporated (NASDAQ:ADBE), Costco Wholesale Corporation (NASDAQ:COST)

Financial Services

June 27, 2023

Buy ($175)

Companies covered: SVB Financial Group (NASDAQ:SIVB), Signature Bank (NASDAQ:SBNY), Republic First Bancorp, Inc. (NASDAQ:FRBK), PacWest Bancorp (NASDAQ:PACW), Western Alliance Bancorporation (NYSE:WAL), JPMorgan Chase & Co. (NYSE:JPM), Blackstone Inc. (NYSE:BX), Wintrust Financial Corporation (NASDAQ:WTFC), Synovus Financial Corp. (NYSE:SNV), OceanFirst Financial Corp. (NASDAQ:OCFC), Ameris Bancorp (NASDAQ:ABCB), Business First Bancshares Inc. (NASDAQ:BFST), First Reliance Bancshares Inc. (OTCPK:FSRL), Pinnacle Financial Partners, Inc. (NASDAQ:PNFP), Prosperity Bancshares, Inc. (NYSE:PB), Fiserv, Inc. (NYSE:FI), Global Payments Inc. (NYSE:GPN), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Robinhood Markets Inc. (NASDAQ:HOOD), Affirm Holdings Inc. (NASDAQ:AFRM), SoFi Technologies Inc. (NASDAQ:SOFI), Coinbase Global Inc. (NASDAQ:COIN), Toast Inc. (NYSE:TOST), Block Inc. (NYSE:SQ), Paypal Holdings Inc (NASDAQ:PYPL), Morgan Stanley (NYSE:MS), Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Goldman Sachs Group, Inc. (The) (NYSE:GS), Truist Financial Corp. (NYSE:TFC), PNC Financial Services Group, Inc. (The) (NYSE:PNC), U.S. Bancorp (NYSE:USB), KeyCorp (NYSE:KEY), Fifth Third Bancorp (NASDAQ:FITB), State Street Corporation (NYSE:STT), Bank Of New York Mellon Corporation (The) (NYSE:BK), Fidelity National Financial, Inc. (NYSE:FNF), BlackRock, Inc. (NYSE:BLK), Invesco Ltd. (NYSE:IVZ), T. Rowe Price Group, Inc. (NASDAQ:TROW), Federated Hermes Inc. (NYSE:FHI), KKR & Co Inc. (NYSE:KKR), Apollo Global Management, LLC (NYSE:APO), First Republic Bank (OTCMKTS:FRCB), Q2 Holdings, Inc. (NYSE:QTWO), Alkami Technology Inc. (NASDAQ:ALKT), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Fidelity National Information Services, Inc. (NYSE:FIS), Repay Holdings Corp. (NASDAQ:RPAY), Flywire Corp. (NASDAQ:FLYW), i3 Verticals Inc. (NASDAQ:IIIV), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Shift4 Payments Inc. (NYSE:FOUR), NCR Corporation (NYSE:NCR), SouthState Corp. (NASDAQ:SSB), Berkshire Hills Bancorp, Inc. (NYSE:BHLB), Atlantic Union Bankshares Corp. (NASDAQ:AUB), Axos Financial, Inc. (NYSE:AX), Bakkt Holdings Inc. (NYSE:BKKT), Burford Capital Limited (NYSE:BUR), Compass Inc. (NYSE:COMP), Main Street Capital Corporation (NYSE:MAIN), U.S. Global Investors, Inc. (NASDAQ:GROW), Capital Bancorp Inc. (NASDAQ:CBNK), CB Financial Services, Inc. (NASDAQ:CBFV), Employers Holdings Inc (NYSE:EIG)

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