“Reversion to the mean” should still be a top investing theme for 2025: With more loaded laggards vaulting to the front as AT&T Inc (NYSE: T) and Kinder Morgan Inc (NYSE: KMI) did last year, and the highest flying stocks coming back to earth. So far this year, however, more money has been going into market favorites than turnaround stories. And the result is 15 Conrad’s Utility Investor portfolio stocks sell above my highest recommended entry points, with three meriting taking profits.
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.
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.
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).
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
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Roger's current take and vital statistics on more than 200 essential-services stocks.