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  1. Spectra's Footprint Results in Wide Moat

    Experience and expertise keep projects on time and on budget, says CFO Pat Reddy.

  2. A Midstream Energy Firm with an Upside Kick

    A joint venture provides robust cash flows in high-commodity-price environments to 800-pound gorilla Spectra Energy.

  3. Rising Supply Should Keep Natural Gas Prices in Check

    Production increases along with demand for cleaner-burning fuel has Spectra Energy CFO Patrick Reddy excited about the firm's prospects.

  4. McGregor Staying Cautious With Banks

    Although he notes the potential problems of investing in financial-services names, Oakmark's Clyde McGregor sees some mispricing in European banks.

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