Issue No 144 | July 7, 2025
Higher than expected interest rates, stubbornly elevated inflation and considerably more politics than usual continue to have an outsized impact on investment markets in 2025. But utility stocks are both solidly profitable and running ahead of the S&P 500.
Robust investor appetite for safety and high yield remains a primary driver of returns. And the Great Rotation to top quality non-Tech stocks continues. That’s despite a recent resurgence pushing the Big 8 Tech to 35 percent of the weighted S&P 500 index, which is the bedrock for trillions of dollars in Wall Street’s passive investing products.
If you’re seeking summer […]
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Picks and Pans for Second Half 2025
Reversion to the mean: Leaders and laggards one year trading places the next. That’s been the case more often than not in the Utility Report Card coverage universe. So far in 2025, five of the six [...]
Well Positioned for Second Half Gains
First half 2025 is now in the books. And despite a few notable under performing stocks, our three model portfolios are solidly in the black. The Aggressive Holdings led the way with an 11.6 percent [...]
Higher Interest Rates = More Dividend Cuts
Debt remains the number one enemy of utility dividends in 2025. So far just four Utility Report Card companies have cut their payouts this year. That follows the seven that did so in 2024. But the [...]
Next Issue Date: August 8, 2025
Put Roger’s wealth of experience to work for your portfolio.
Roger Conrad has committed his entire professional life to uncovering the best investment opportunities in the utility sector. Roger loves the industries he covers and never stops digging, never stops learning. Roger has never strayed from his mission of delivering the best stocks for investors seeking reliable income.
About Roger S. Conrad
Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth.
Roger built his reputation with Utility Forecaster, a publication he founded more than 20 years ago that The Hulbert Financial Digest routinely ranked as one of the best investment newsletters. He’s also a sought-after expert on master limited partnerships (MLP) and former Canadian royalty trusts.
In April 2013, Roger reunited with his long-time friend and colleague, Elliott Gue, becoming co-editor of Energy & Income Advisor, a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector.
Although the masthead may have changed, readers can count on Roger to deliver the same high-quality analysis and rational assessment of the best dividend-paying utilities, MLPs and dividend-paying Canadian energy names.
A Message from Roger S. Conrad
More from Roger S. Conrad
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