The outlook for interest rates and uncertainties surrounding the Trump administration’s policies likely top most investors’ list of concerns in early 2017.
However, investors shouldn’t take their eye off their portfolio holdings’ underlying businesses and future growth prospects.
Despite the conventional wisdom that rising interest rates are bad news for utility stocks, the Dow Jones Utility Average has gained more than 20 percent since the Federal Reserve began increasing the benchmark rate in December 2015.
These returns reflect the upward drift in the broader market and delivering on guidance for earnings and dividend growth.
Strong fourth-quarter results and company-specific developments—not the latest tweet from President Donald Trump—are behind NextEra Energy Partners LP’s (NYSE: NEP) strong returns in the new year.
Meanwhile, the recent selloff in Dominion Resources’ (NYSE: D) stock reflects a combination of high expectations and an unexpected revision to the company’s 2017 guidance, not the Federal Reserve’s monetary policy.
Nowhere in our coverage universe are hopes higher and easier to dash than in names that traders have bid up as potential takeover targets.
Our basket of junk bonds outperformed in a challenging fourth quarter.
A dividend cut hits investors with a double-whammy, reducing their current income and catalyzing a sharp selloff in the stock. In contrast, a steadily increasing payout eventually will push a company’s share price higher, particularly when it’s supported by the underlying business.
We sift through the pending acquisitions involving companies in our Utility Report Card and highlight some potential takeover targets.
International equities have fared far better this year than in 2014 and 2015, with the seven in our model Portfolios delivering an average total return of 17.2 percent in US dollar terms.
Could Donald Trump's support for the controversial Keystone XL and Dakota Access pipelines foment local opposition to other energy projects?
The December 2015 issue of Conrad's Utility Investor emphasized the importance of diversification to generating differentiated returns in 2016. Despite a few laggards, that article's picks outperformed, generating an average total return of 18.6 percent. This year, we opted to highlight 10 trends that should drive outperformance.
What does the utility sector’s budding relationship with big tech mean for investors?
The Edison Electric Institute's annual financial conference takes place this week. Here's a quick preview of some of the themes we'll dig into at this year's event.
The upcoming gubernatorial elections could have important implications for utilities in these states.
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Warning: Falling Dividends.
Roger's current take and vital statistics on more than 200 essential-services stocks.