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Executive Summary

Back to the Future

By Roger S. Conrad on Aug. 1, 2013

Welcome to the inaugural issue of Conrad’s Utility Investor, your complete guide to earning lifelong income from essential services. At the core of the issue are my three portfolios: Conservative Income, Aggressive Income and Dividend Reinvestment. The tables introduce the charter members of each group, and my objectives for each.

My Utility Report Card consists of 200 essential services companies that are rated buy, hold or sell based on two factors. One is its total return potential, which I loosely define as the sum of yield and dividend growth. Over time, dividend-paying stocks track the growth of their payouts, so this is a pretty good gauge of expected capital gains if all goes well.

The other factor is my Quality Grade, which measures how likely a company will remain healthy and growing. An A-rated company has the best odds of staying on track, no matter what the economy and markets throw at it. An F-rated company has the worst chance of making it.

This month’s Feature Article looks at the danger and opportunity presented by these trends, as well as from the continuing momentum-led nature of the market and what appear to be longer-term shifts in essential service investment. The Portfolio Article, “Solid Foundations”, highlights the charter members of the portfolios in more detail. And the Endangered Dividends section focused on companies at greatest risk.

Conrad's Utility Investor

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What sets renowned income-investing expert Roger Conrad apart from the pretenders? His more than two decades of covering utility stocks and essential services—a wealth of knowledge and experience that you can’t find anywhere else.   

Smart investing. Taking advantage of real opportunities and not fads (and knowing the difference). Finding the companies and stocks that will deliver for the long haul, so investing lets you live instead of investing turning into your life. Roger Conrad has dedicated his career to these principles—and that’s what Conrad's Utility Investor delivers.

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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 b