The explosion of interest in all things artificial intelligence. The long-awaited Federal Reserve pivot to lower interest rates. And a November election result that’s simultaneously sparked euphoria and panic: Those were the key themes shaping returns in the Conrad’s Utility Investor coverage universe for calendar year 2024.
I can say last year was a very good one for our three model portfolios overall. Conservative Holdings posted a total return of 15.8 percent. Aggressive Holdings were up 30.2 percent. And the Top 10 DRIPs gained 28 percent.
Next Issue : Feb. 10, 2025View Past Issues 
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Alert
Constellation Soars, Edison Tanks: What to do Now
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Quarterly Earnings
Q3 Earnings So Far and What to do with NextEra Energy Partners
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Bonds
Utility Bonds: Still Keeping It Short
A number of readers have asked my views on bonds as an alternative to dividend paying stocks. That’s understandable, given what’s been general investor disinterest in dividends over the past year and a half, even when companies have raised them reliably and robustly.
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News and Analysis
Top Takeaways from EEI 2023
After nearly two decades of flat demand, US utilities are already reporting substantial weather-adjusted increases. That’s from digitization of industries that require massive data collection and processing capabilities.
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News and Analysis
Five Key Takeaways from Q2 and What They Portend
Nine more CUI Portfolio recommendations have announced Q2 results and updated guidance since the August issue went to post. I’ll have a full recap and analysis for each in the September issue. But here’s what you need to know now.
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Income Insights
Nuclear Energy's AI Data Center Boom is Overblown
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Income Insights
Big Tech Capex Boom - My Interview with Jason Burack
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Income Insights
What to Make of Takeover Tuesday
There was an explosion of takeover activity in the Utility Report Card coverage universe today. Here’s a look at four deals announced today and what they mean for us.
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Income Insights
The Rest of Portfolio Q1 Earnings: What You Need to Know
Yesterday, I posted the May issue of Conrad’s Utility Investor, highlighting what’s important from Q1 results and guidance updates for 29 Portfolio recommendations. Since then, seven more of top picks have released results.
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Income Insights
Dominion Makes a Deal
Since the February issue of CUI posted, 15 more Portfolio recommendations have released calendar Q4 earnings and updated guidance. And none so far have been as potentially consequential as Dominion Energy’s (NYSE: D).
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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