Investment Strategy
10 Trends for Essential-Service Stocks in 2017
By
Roger S. Conrad on
Dec. 20, 2016
The December 2015 issue of Conrad's Utility Investor emphasized the importance of diversification to generating differentiated returns in 2016. Despite a few laggards, that article's picks outperformed, generating an average total return of 18.6 percent. This year, we opted to highlight 10 trends that should drive outperformance.
Utility Stocks: Where We’ve Been and Where We’re Headed
By
Roger S. Conrad on
Aug. 4, 2015
In April 2013, I left my job of 25 years as founding editor of Utility Forecaster to form my own publishing company and write the investment newsletter of my dreams: Conrad’s Utility Investor. The publication’s second birthday is as good a time as any to review where utility stocks have been and my outlook for where they’re headed.
3 Reasons Not to Sweat the Latest Taper Tantrum
By
Roger S. Conrad on
Jun. 17, 2015
Investors should focus on buying best-in-class utility stocks at reasonable valuations, instead of fretting over what the Federal Reserve may or may not do.
Utility Stocks and the Burden of High Valuations
By
Roger S. Conrad on
Jan. 17, 2015
With the Dow Jones Utilities Average trading at an elevated valuation, investors shouldn't be afraid to take some profits off the table in their big winners.
Three Keys for Successful Investing in the New Year
By
Roger S. Conrad on
Jan. 3, 2015
Our Model Portfolios in Conrad's Utility Investor outperformed in 2014. Here are the three keys we'll focus on in 2015 to keep the momentum going.
Caution and Vigilance
By
Roger S. Conrad on
Dec. 21, 2014
Utilities look well-positioned to weather any systemic risk that might emerge from the recent fall in oil prices. But investors should remain cautious and vigilant.
Don’t Panic: Oil’s Drop and Income Investors
By
Roger S. Conrad on
Dec. 12, 2014
Oil's dramatic retrenchment serves as a useful reminder of why investors should diversify their portfolios.
Unconventional Investing for the Win
By
Roger S. Conrad on
Oct. 14, 2014
Conventional wisdom holds that October is a dangerous month for stocks, which means that investors must think unconventionally to get ahead.
The Short End of the Stick
By
Roger S. Conrad on
Aug. 31, 2014
Perhaps those dastardly short sellers aren’t so smart after all.
Secrets to Successful Income Investing
By
Roger S. Conrad on
Jun. 1, 2014
Dividend-paying stocks aren’t bond substitutes and never will be. Any investor who has sold these equities because of rising interest rates has lost big over the past 22 years. Those who do so now are playing with the same fire and, inevitably, will be badly burned.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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