In the past month, America has elected a new president and Congress, along with literally hundreds of state legislators and governors. And the Federal Reserve has delivered on a second cut since its historic September 18 pivot, from “higher for longer” interest rates.
For investors, the far more consequential event has been the mostly passed season for Q3 earnings releases and guidance updates.
The Utility Report Card has my company-by-company analysis for the 170 utilities and essential services providers I’ve tracked now for nearly four decades. My top takeaway: Investment is booming, and that’s very good news for Conrad’s Utility Investor recommendations’ earnings, dividends and ultimately stock prices over the next few years.
Next Issue : Dec. 9, 2024View Past Issues 
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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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News and Analysis
Verizon and AT&T: Some Thoughts
How low can deep value stocks go? If you own AT&T Inc (NYSE: T) and/or Verizon Communications (NYSE: VZ), you’re no doubt asking that question.
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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).
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Income Insights
Ignore Utilities’ Slow Start: Earnings and Guidance Point to a Fantastic Finish for 2024
In the January CUI, I highlighted the dramatic drop in utility borrowing costs starting mid-October as a major catalyst for sector growth in 2024. Since then, we’ve seen investor concerns intensify that the Federal Reserve will delay reducing the benchmark Fed Funds rate until at least late summer.
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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