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.
Take your pick of the S&P 500, Dow Jones Utility Average, or any other sector index and the chart tells the same tale: Stocks’ rebound from late March lows has reached a level that in all previous bear markets has signaled rally’s end.
It’s been roughly six weeks since the Dow Jones Utility Average’s most recent all-time high. At one point, 25 Conrad’s Utility Investor Portfolio stocks traded below their designated “Dream Buy” prices. The buying opportunity we saw last month for these best- in-class companies is a powerful testament to the value of portfolio discipline and patience.
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.
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.
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Harness the tried and true wealth-building power of rising dividends.
Nothing compounds wealth like reinvesting a rising stream of dividends.
Warning: Falling Dividends.
Roger's current take and vital statistics on more than 200 essential-services stocks.