From shuttered schools and cancelled events to disrupted supply chains, it looks like COVID-19—the coronavirus—is only starting to wreak havoc on the global economy. The big questions for investors: Where will the blows hit hardest and what if anything will be spared.
The market’s wild recent action is basically from bets being placed on the answers. So far, US Treasury bonds are in the winners’ circle. The yield on 10-year notes slipped to just 66 basis points at one time last week.
Next Issue : Apr. 13, 2020View Past Issues 
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News and Analysis
Electricity Demand in the Time of COVID-19
It’s still early days for US COVID-19 fallout. And most electric companies have yet to issue guidance. But so far, the US power industry is showing typical resilience in tough times.
That means future selloffs in the ongoing bear market are buying opportunities for best in class electric utilities, not a reason to sell.
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News and Analysis
Mid-Month Update: Navigating a Deepening Selloff
I typically update advice in the Conrad’s Utility Investor website tables with the regular monthly issues. For urgent advice I send Alerts. If there’s a theme to expand on, I post an Income Insights or Utility Roundup.
These “interesting times,” however, require an update for the five tables under the Portfolios tab.
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News and Analysis
Utilities’ Big Mo Reverses At Last: Now What?
Economic uncertainty resulting from COVID-19 has shifted utilities’ momentum from positive to negative. And it’s clear we know little now about the ultimate damage to human health and economic growth. But big and sudden declines like this one have historically been followed by mighty rebounds, and huge rewards for those who’ve had the cash and fortitude to buy the right stocks at the bottom.
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News and Analysis
Time to Sell NextEra Energy?
Utility stocks have picked up in 2020 where they left off in 2019. The Dow Jones Utility Average reached an all-time high of 934 this week. So long as investors crave yield, there’s a case the sector will reach higher ground - but this story also has a less savory side.
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News and Analysis
Hunting Bond Bargains in a Seller’s Market
About year ago, we pounded the table to buy selected high yield bonds. Since then, each of our recommendations has scored solid capital gains, while providing yields as high as 10 percent.
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Income Insights
Verizon Communications and the Next Internet Boom
Around the world, people are staying home to combat the deadly spread of COVID-19. That’s catastrophic for certain industries but, as always in capitalism, there are also winners.
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Income Insights
PG&E: Some Good News For Troubled Times
Earlier this month, the buyout of the former Pattern Energy appeared headed for failure. But then came the COVID-19 market crash, and everything changed.
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Income Insights
What’s Wrong with Pembina, and ONEOK and...
Despite the indiscriminate selling of the past few days, these two companies are well-positioned to weather this latest phase of the midstream stress test. Here's why.
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Income Insights
China and COVID-19: A Lift for 5-G?
Coronavirus (COVID-19) isn’t finished inflicting pain and suffering, particularly on China, and the global economic cost is only beginning to be felt. But one Chinese industry seems to still be moving full-steam ahead.
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Income Insights
CenturyLink Sales Shrink with Small Telecoms’ Survival Odds
Cable companies still enjoy success in the B2B market. But these results raise a critical question for the rest of US communications: Who are they taking commercial customers from?
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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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