The S&P 500 is down more than -13 percent year-to-date, as inflation worries have begun to morph into recession fears. But despite jagged volatility, the Dow Jones Utility Average remains in the black for 2022. In fact, 18 CUI Portfolio stocks are still priced above maximum recommended entry points, with Chevron Corp (NYSE: CVX) in partial profit taking territory.
Next Issue : Jun. 10, 2022View Past Issues 
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News and Analysis
Wrapping up Q1 Results and Guidance: Steady as She Goes
Relentless global inflation pressures, rising interest rates, lingering pandemic fallout and still-high valuations are wreaking havoc on stock portfolios thus far in 2022. But after another week of jagged volatility, the Dow Jones Utility Average is still in the black year-to-date -
News and Analysis
Utility Bellwethers: Portents from Q1 Results
Dow Jones Utility Average returns are now more than 17 percentage points ahead of the S&P 500 year to date. And 21 CUI Portfolio members trade above my highest recommended entry points. But that also means, despite recent stock market turbulence, they’re still high-priced enough for readers to consider cashing out a portion of their positions.
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News and Analysis
How to Play Utilities' Quiet Rally
Thus far, 2022 has been a series of jagged ups and downs for global stock markets, with most prices ratcheting lower. Regulated US utilities, however, have been staging a quiet rally.
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News and Analysis
Holding Value in Volatile Times
As dominant providers of essential services, utilities enjoy a degree of revenue reliability in tough times that companies in other industries can only envy. We’re seeing that strength again in our recommendations’ recently reported Q4 results and guidance.
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Quarterly Earnings
NextEra Energy’s Results: Flashing Green for Renewable Energy Adopters
These days, the strongest players of a sector often soar and crash along with its weakest, depending on the latest investment fad. However, this also gives investors a historic opportunity to buy stocks of high-quality renewable energy adopters at very low prices.
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Income Insights
Uncle Sam Up-ends US Solar: Here’s How to Navigate the Fallout
The Obama Administration called its energy policy for America “all of the above,” promoting breakthrough research on cleaner sources while sanctioning unprecedented construction of needed infrastructure including pipelines. Trump clearly favored “drill baby drill” over new wind and solar. Under Biden, however, what we’ve seen for policy is often “none of the above.”
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Income Insights
Talking China: There’s a Big Opportunity in Energy
The eyes of the world are on fallout from Russia’s invasion of Ukraine. But energy investors would do well to instead check out my key takeaways from this week’s “U.S.-China Regional Dialogue Series: Forum on Innovation in Energy, the Environment and Sustainability.”
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Income Insights
Telecom’s Big 4: Strong Results But Still Little Respect
What exactly must the four companies that increasingly dominate US communications do to earn a little respect? That’s a fair question following investors’ tepid reaction to strong Q4 results and updated guidance.
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Income Insights
Utilities Will Beat Inflation in 2022
With inflation again on the move, it’s fair to ask how vulnerable the Utilities sector is to another 70s-style meltdown.
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Income Insights
The Hydrogen Economy: Reality and Hype
It’s been more than four decades since the Hindenburg disaster slammed the brakes on the era of hydrogen-fueled dirigibles. But nature’s lightest element continues to capture the world’s imagination as a clean, plentiful and potentially cheap energy source.
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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