Utility stocks’ key attraction has always been generous dividends. Yet nearly half the companies tracked in our Utility Report Card yield less than 3 percent, and 20 pay less than 2 percent.
Conversely, less than 10 have dividends as high as 8 percent. And most of those should be avoided for safety’s sake.
I’m happy to say it’s still possible to dig safe, high yields from this increasingly rocky ground. That’s the subject of our Feature article.
Next Issue : Sep. 9, 2019View Past Issues 
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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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News and Analysis
Utility Stocks and The Fed: Time for a Reality Check
Wall Street consensus is the U.S. Federal Reserve will officially close the book on three-and-a-half years of monetary tightening next week, by cutting its benchmark Federal Funds interest rate. But our focus needs to be on earnings and guidance, not headlines.
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News and Analysis
California’s Wildfire Reset: Unequal Benefits
It seems California Governor Gavin Newsom will not preside over a utility collapse as former Governor Gray Davis did almost 20 years ago, thanks to a legislative fix to state utilities’ bottomless liability for wildfire damages.
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News and Analysis
PG&E vs Power Suppliers: A New Wrinkle
Almost 20 years ago, dysfunctional rules for California’s unregulated power market drove the state’s two biggest electric utilities into bankruptcy and impacted the entire sector. This year, the "inverse condemnation" rule has triggered one bankruptcy filing and may push the state's other electric utilities' ratings toward junk.
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Income Insights
Offshore Wind Investing: Picking Our Spots Carefully
These days, it seems every major US energy project is at risk to dissonant state and federal rules, regulatory delays and court challenges to permits. In fact, US energy companies might be excused for thinking America’s true energy policy is no longer “all of the above” but none.
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Income Insights
Telecom’s Feeble Are On Their Last Legs
Few sectors have dealt as much pain to unwary yield seekers over the past decade as communications. Here's the rundown on the weakest of the herd.
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Income Insights
Can Tesla Dodge the Residential Solar Death Spiral?
For those who want a play on solar and energy storage, there are better choices than Tesla (NASDAQ: TSLA).
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Income Insights
Ignore the Headlines: AT&T is Still on Track
Barron's is piling on with an article concerning AT&T Inc’s (NYSE: T) loss of DirectTV subscribers, following up on a cover story critiquing the telecom giant's acquisition of Time Warner last year. Investors, however, saw the situation quite differently, pushing the stock to solid gains on earnings day, despite media mono-focus on the pay television unit.
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Income Insights
What Kinder’s Earnings Mean for Midstream
Kinder Morgan Inc (NYSE: KMI) has kicked off earnings reporting season for the US energy midstream sector. The most noteworthy takeaway: No real surprises.
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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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