Buy American, buy safety and buy yield: Those are three powerful upside drivers for utility stocks this spring, as major sector averages have made one new high after another.
Investors who choose to run with the bulls now, however, should have an extra ounce of caution. Not only are utility stock valuations at levels we haven’t seen since late 2000.
But as I point out in the Feature article, much of the buying power behind the rise doesn’t actually stem from decisions made by individual investors or even money managers. It’s the result of buy signals for algorithms that control vast and growing pools of “passively managed” money.
Next Issue : Jul. 9, 2019View Past Issues 
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News and Analysis
Sprint/T-Mobile USA: What It Means for Telecom
Get big or go home: The "Big Four" will likely soon become the "Big Three."
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News and Analysis
Big Telecoms Stay on Track in Q1
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.
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News and Analysis
What to Do After Bonds’ Bounce
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.
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News and Analysis
Dodging the Windstream Fallout: One Month Later
Get big or go home: That’s the communications sector’s reality.
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News and Analysis
Two Pipelines are in Peril, Here’s Who’s at Risk
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.
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Income Insights
Enel SpA Wins as the EU Grows Greener
Greens and other environment-first advocates have emerged as a powerful bloc in European parliamentary elections, garnering a heavy influence on the ruling Centrist parties which will impact Europe's energy policies and providers.
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Income Insights
BHP Group: Trade War Winner
Trade wars are wealth destroyers. The longer these disputes continue and the more actions governments take, the greater the danger of severe damage to the economy and stock market. There are, however, a handful of companies in position to actually win from this worst case.
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Income Insights
Big Money Now Finds Value in Energy
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.
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Income Insights
Comcast’s Big Gains are its Smaller Rivals’ Pain
There’s much to like in Comcast Corp’s (NSDQ: CMCSA) first quarter results.
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Income Insights
Alexander’s Energy Plan: The Dollars are in the Details
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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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