The fear the US/China trade deal might not get done is again roiling the global stock market. So far, however, selling hasn’t done enough to budge top quality utility stocks from their still historically high valuations.
High prices alone never kill bull markets. But it’s all too easy to disappoint the lofty investor expectations they represent. And risk is never higher than when companies are reporting quarterly earnings and issuing guidance.
This month’s Utility Report Card highlights my analysis of results for the roughly two-thirds of our coverage universe that’s responded to date. The really good news is that so far Portfolio recommendations are sticking to calendar year 2019 guidance, even in cases where weather and non-recurring events have depressed quarterly bottom lines.
First quarter results are in for US Telecom’s Big Two. The most important takeaway by far: Both companies remain on track with financial results, long-term strategy and building long-term shareholder value.
While much of the rebound in our CUI Conservative Income Portfolio and bond holdings has been due to reduced economic fears, the fact these companies have demonstrated strength in operating results has no doubt helped prices recover over the past four months.
Get big or go home: That’s the communications sector’s reality.
The result of a decision by the U.S. Court of Appeals for the Fourth Circuit in Richmond, Virginia this week puts two proposed long haul natural gas transportation projects in peril.
Despite a not-quite-ready-for-prime-time roll-out, the so-called "Green New Deal"' key goal of de-carbonization is gaining ground on both sides of the aisle in Congress, and more importantly with industry.
Fair value is always in the eye of the beholder. But energy investors are best advised to follow our one simple rule for picking takeover targets: Only buy companies with the strength to thrive on their own.
There’s much to like in Comcast Corp’s (NSDQ: CMCSA) first quarter results.
Whatever happens to Berkshire Hathaway will have huge consequences not just for shareholders, but for the industries it operates in as well - including electricity.
At the end of the day, dividend stocks behave like other stocks - returns track prospects for companies’ health and growth, whether the Fed is raising rates or cutting them. That’s what to focus on, now more than ever.
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Harness the tried and true wealth-building power of rising dividends.
Nothing compounds wealth like reinvesting a rising stream of dividends.
Warning: Falling Dividends.
Roger's current take and vital statistics on more than 200 essential-services stocks.