CL: A Non-Cash Charge, a Real Cash Flow, and What the Rotation Missed
AUGUST 25, 2026

CL: A Non-Cash Charge, a Real Cash Flow, and What the Rotation Missed

Colgate-Palmolive's recent earnings report reveals a significant disparity between reported profits and cash flow, primarily due to a non-cash impairment charge. While earnings dropped to $2.13B, free cash flow increased to $3.63B, indicating the underlying business remains robust. Despite recent performance lagging behind...

Read More >
MPLX vs. HESM: The Yield-and-Growth Combo, Honestly Sorted
AUGUST 21, 2026

MPLX vs. HESM: The Yield-and-Growth Combo, Honestly Sorted

MPLX and HESM challenge the conventional income investing narrative by offering both high yields (7-8%) and growth potential, a rare combination in the market. While MPLX shows steady performance, HESM has experienced volatility, highlighting different risk profiles. Investors should focus on distributable cash flow (DCF)...

Read More >