Issue No 142 | May 13, 2025
Utility stocks are market leaders so far in 2025.
Not only is the capitalization weighted Utilities SPDR ETF (XLU) more than 10 percentage points ahead of the S&P 500. But four in five Utility Report Card stocks are well in the black.
Roughly 60 percent are up by a double-digit percentage. So are the model portfolio companies, which on average are beating the S&P by an even wider 12-point margin.
Utilities are out front for good reason. The US versus the world trade war combined with lingering inflation pressure and signs of weaker economic growth have increased the appeal of safety, […]
MORE ARTICLES FROM THE ISSUE
Answers to Your Utility Energy Questions
Every US electric utility but one—T&D company National Grid (London: NG, NYSE: NGG)— has now released Q1 results and updated guidance. So have all major contract generation companies, with the exc [...]
Stronger Utility Earnings But Higher Stock Prices
Don’t get me wrong. There’s nothing I like more than seeing carefully chosen portfolio stocks suddenly be discovered—and surging to big gains. But when markets shift, even long-term and income-minded [...]
Another Debt-Triggered Dividend Cut
Canada’s BCE Inc (TSX: BCE, NYSE: BCE) is cutting its dividend from an annual rate of CAD3.99 per share to CAD1.75—effective with the July 15 payment. Management had telegraphed a “dividend re-set” [...]
Next Issue Date: June 9, 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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