Monthly Archives: January 2017

Lack of Comprehensive Energy Policy May Prove Costly to U.S.

Last week, I attended the annual presentation of the American Gas Association (AGA) to the New York Society of Security Analysts (NYSSA). The AGA represents companies that deliver natural gas to residential, commercial and industrial customers across the U.S. The … Continue reading

Posted in Energy, Utilities | Tagged | Leave a comment

2017 Housing Market Outlook

Housing market activity has strengthened in recent months.  This has raised the hope of another leg up in the recovery.  Yet, investors are still skeptical about the industry’s future prospects.

Posted in Consumer Discretionary, Housing | Tagged , | Leave a comment

KBH Looks to Extend Gains in 2017

KB Home (KBH) was the sixth largest builder in the U.S. in 2016, according to Builder Magazine.  The company operates in four regions, nine states and 39 metropolitan markets.  It generates most of its sales in California, with operations in … Continue reading

Posted in Consumer Discretionary, Housing, KBH | Tagged , , | Leave a comment

Notes and Analysis from the 2016 Mass. Investor Conference – Part 1

The Conference was held on December 7, 2016.

Posted in Municipal Bonds | Tagged | Leave a comment