• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors


01/03/18: A Buying Opportunity

By Roger S. Conrad on Jan. 3, 2018
This high-quality utility stock is on sale after announcing an opportunistic acquisition.

12/28/17: Endangered Dividends List — Fertile Ground for Tax-Loss Selling

By Roger S. Conrad on Dec. 28, 2017
One thing we can say with certainty: Investors’ tax losses will be worth less in 2018 than in 2017, especially for those in the highest tax brackets.

11/06/17: Moving Day

By Roger S. Conrad on Nov. 6, 2017
This midstream operator's third-quarter results surprised to the upside, but bigger-picture trends in the MLP space have prompted us to relocate this name to the Aggressive Income Portfolio.

10/13/17: Selloff Creates Opportunity

By Roger S. Conrad on Oct. 13, 2017
The price is right after the recent selloff in big telecoms.

07/10/17: Portfolio Moves

By Roger S. Conrad on Jul. 10, 2017
We've made a few opportunistic sales and purchases to round out the Aggressive Income Portfolio.

05/30/17: Take the Cash

By Roger S. Conrad on May. 30, 2017
AES Corp announced the redemption of its 6.75% Series-C preferred shares.

03/01/17: Two Sells

By Roger S. Conrad on Mar. 1, 2017
We have Sold two positions in the Aggressive Income Portfolio.

02/03/17: A Hiccup At Dominion Resources

By Roger S. Conrad on Feb. 3, 2017
Dominion Resources lowered its earnings guidance for next year and called for slightly slower growth through 2020.

02/02/17: ONEOK Rolls Up ONEOK Partners LP

By Roger S. Conrad on Feb. 2, 2017
ONEOK announced an agreement to roll up ONEOK Partners LP in a move that will improve the organization's cost of capital.

01/12/17: Closure On Indian Point And A New Portfolio Holding

By Roger S. Conrad on Jan. 12, 2017
The Conservative Income Portfolio gets a new member, and we weigh in on Entergy Corp's deal with New York state to close the Indian Point nuclear power plant.



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