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.
Next Issue : Jun. 10, 2019View Past Issues 
-
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.
-
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.
-
News and Analysis
Dodging the Windstream Fallout: One Month Later
Get big or go home: That’s the communications sector’s reality.
-
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.
-
News and Analysis
The Green New Deal’s Unlikely Winners
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.
-
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.
-
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.
-
Income Insights
Alexander’s Energy Plan: The Dollars are in the Details
-
Income Insights
Berkshire Utilities’ Next Big Utility Bite
Whatever happens to Berkshire Hathaway will have huge consequences not just for shareholders, but for the industries it operates in as well - including electricity.
-
Income Insights
The Fed Turns a Page, We Stay Focused on Growth
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.
 |
||||
 |
 |
 |
||
 |
||||
 |
 |
 |
||
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
BACK TO TOP