The Dow Jones Utility Average has posted positive returns in 35 Octobers and 38 fourth quarters since 1969. This year, it will try to repeat that with the benchmark 10-year Treasury note yield (TNX) rising to its highest level in seven years.
Powerful DJUA returns in 2009 and 2013 against 70 percent plus increases in the TNX demonstrate dividend-paying stocks can make big money when rates rise. So does the DJUA’s 60 percent return during the previous Federal Reserve tightening cycle in 2004-06, and utilities’ nearly 70 percent since May 1, 2013, when the Fed declared the end of Quantitative Easing.
Rate fears, however, can be a near-term headwind.
Next Issue : Nov. 9, 2018View Past Issues 
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News and Analysis
Utility Stocks: ‘Tis The Season
The final three months of the year are seasonally strong for utility stocks. Since 1969, the Dow Jones Utility Average (DJUA) has posted positive returns in 39 Octobers and 40 Q4s, including (barely) last year. -
Mergers & Acquisitions
Sticking With Southern After Another Vogtle Deal
Southern Company (NYSE: SO) has reached a deal with its partners to keep building two new nuclear reactors at the Vogtle site in Georgia.
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Mergers & Acquisitions
Comcast Wins Sky and Other M&A Activity
Comcast bests Disney in its bid for European entertainment giant Sky: Here's the latest news on this and other current M&A deals.
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Mergers & Acquisitions
Dominion Energy Makes Its Move
Dominion Energy's (NYSE: D) offer could do a lot to resolve uncertainty surrounding Dominion Midstream Partners LP's (NYSE: DM) future.
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News and Analysis
Clearway Guides Higher, Bracing for Hurricane Florence
The Carolinas and Virginia are dealing with the aftermath of of Hurricane Florence. The storm’s high winds and flooding are certain to test the resiliency of regional essential service networks.
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Income Insights
Staying with Southeastern Utilities Through the Storms
Already hard-hit areas of the Carolinas braced today for Hurricane Michael while residents of Florida’s Gulf Coast worked to dig themselves out from possibly the worst weather event ever to hit their region.
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Income Insights
It’s Not Time to Dump Duke
Duke Energy (NYSE: DUK) is facing challenges in the wake of Hurricane Florence, but its overall performance is hard to fault.
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Income Insights
Storms, Accidents and Utility Stock Risk
Hurricane Florence continues to wreak havoc in the Carolinas. And there’s reason to believe the worst may be yet to come for some areas, and for a few essential services companies.
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Income Insights
Time to Buy China, Safely
China is a country many Americans love to hate, whether the subject is geopolitical rivalry, trade or jobs. But the world’s second largest economy is consistently expanding.
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Income Insights
California’s Fire Deal: A Lifeline With Conditions
Last year’s devastating northern California wildfires won’t bankrupt the state’s largest utility, nor will future natural disasters permanently damage other in-state electric and gas providers. Here's why.
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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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