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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.

11/21/16: Another Stealth Distribution Cut

By Roger S. Conrad on Nov. 21, 2016
This morning, Sunoco Logistics Partners LP announced the all-stock acquisition of Energy Transfer Partners LP--a transaction that dramatically changes the acquirer's profile and results in a 27 percent distribution cut for the target's unitholders. Here's our take.

11/15/16: Show Me the Money

By Roger S. Conrad on Nov. 15, 2016
The latest addition to the Aggressive Income Portfolio stands to benefit from a transformative transaction and an improving regulatory environment.

11/07/16: Stay Focused

By Roger S. Conrad on Nov. 7, 2016
Investors feeling anxious on the eve of the election should remain focused on profitable opportunities, not politics.

10/11/16: New Addition to the Aggressive Income Portfolio

By Roger S. Conrad on Oct. 11, 2016
This company's operating results have been a portrait of consistency despite the volatility in its stock price.



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