It was another strong quarter for the nearly 200 essential service companies in our Utility Report Card coverage universe. Of the 95 percent or so reporting so far, only a handful of small telecoms failed to demonstrate underlying business strength.
My number one rule in any environment is to avoid stocks and bonds of companies with weakening underlying businesses. If things are going poorly now, how bad will they get when the economy really slows and/or the cost of capital rises?
Aggressive Hoding Suburban Propane Partners (NYSE: SPH) has yet to report its fiscal fourth quarter. But each of the 38 other CUI Portfolio recommendations reported numbers that either met or beat management’s previous guidance.
Next Issue : Dec. 9, 2019View Past Issues 
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Utility Roundup
Kinder Delivers in Q3, Other Midstream May Not
What we learn from sector-wide trends is not just key to investing in Kinder Morgan Inc (NYSE: KMI), but to the entire North American energy midstream sector.
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Utility Roundup
Hunting the Hunter: Following Elliott’s Lead
How many companies can one private capital firm successfully take on all at once? Paul Singer’s Elliott Management seems determined to find out.
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News and Analysis
Keeping Global with an American Accent
The strong US dollar, worries about slowing global growth and disruption from uncertain politics and trade policy: That trio of entrenched trends continues to fuel investor appetites to “buy American,” dividend-paying stocks of US-based companies that generate all or mostly all of their sales within our borders.
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News and Analysis
Political Turmoil Creates Profit Opportunities
Despite good news, several essential services companies have seen a 10% drop so far in 2019. The reason: politics. Our view for some of them is investors are over-estimating risks and underpricing their strengths.
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News and Analysis
Wrapping Up Portfolio Earnings: What to Do Now
A baker’s dozen Portfolio companies hadn’t reported second quarter earnings when the August CUI issue went to post. In this special report, I wrap up their highlights, outlooks and what to do now.
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Income Insights
There’s Still Time to Buy Telecom’s Big Three
The key takeaway from third-quarter results: The Big Three of US communications are still building wealth and selling cheaply.
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Income Insights
NextEra Rolls On, But at a High Price
Is NextEra Energy (NYSE: NEE) really worth 27.3 times its next 12 months’ expected earnings? Enough investors seem to think so as shares hit a new all-time this week near $240.
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Income Insights
AES Dives Into Vietnam Energy, Here’s What’s Next
Vietnamese demand offers a massive opportunity for North American natural gas producers, power generators and LNG transportation and infrastructure.
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Income Insights
What PG&E is Worth
The biggest regulated utility bankruptcy in history has entered a new phase, as California's PG&E Corp (NYSE: PCG) now has a deadline to meet in order to participate in the state's wildfire "insurance" plan.
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Income Insights
Deconstructing AT&T
Can the sum of the parts actually be greater than the whole? Shareholders of AT&T Inc (NYSE: T) will get a chance to find out, now that activist investor Paul Singer’s Elliott Management has taken a $3.2 billion stake in the communications giant.
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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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