• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Utility Roundup

Hunting the Hunter: Following Elliott’s Lead

By Roger S. Conrad on Oct. 12, 2019

How many companies can one private capital firm successfully take on all at once? Paul Singer’s Elliott Management seems determined to find out.

Keeping Global with an American Accent

By Roger S. Conrad on Sep. 26, 2019

The strong US dollar, worries about slowing global growth and disruption from uncertain politics and trade policy: That trio of entrenched trends continues to fuel investor appetites to “buy American,” dividend-paying stocks of US-based companies that generate all or mostly all of their sales within our borders.

Political Turmoil Creates Profit Opportunities

By Roger S. Conrad on Aug. 16, 2019

Despite good news, several essential services companies have seen a 10% drop so far in 2019. The reason: politics. Our view for some of them is investors are over-estimating risks and underpricing their strengths.

Wrapping Up Portfolio Earnings: What to Do Now

By Roger S. Conrad on Aug. 9, 2019

A baker’s dozen Portfolio companies hadn’t reported second quarter earnings when the August CUI issue went to post. In this special report, I wrap up their highlights, outlooks and what to do now.

Utility Stocks and The Fed: Time for a Reality Check

By Roger S. Conrad on Jul. 24, 2019

Wall Street consensus is the U.S. Federal Reserve will officially close the book on three-and-a-half years of monetary tightening next week, by cutting its benchmark Federal Funds interest rate. But our focus needs to be on earnings and guidance, not headlines.

California’s Wildfire Reset: Unequal Benefits

By Roger S. Conrad on Jul. 23, 2019

It seems California Governor Gavin Newsom will not preside over a utility collapse as former Governor Gray Davis did almost 20 years ago, thanks to a legislative fix to state utilities’ bottomless liability for wildfire damages.

PG&E vs Power Suppliers: A New Wrinkle

By Roger S. Conrad on Jun. 26, 2019

Almost 20 years ago, dysfunctional rules for California’s unregulated power market drove the state’s two biggest electric utilities into bankruptcy and impacted the entire sector. This year, the "inverse condemnation" rule has triggered one bankruptcy filing and may push the state's other electric utilities' ratings toward junk.

Sprint/T-Mobile USA: What It Means for Telecom

By Roger S. Conrad on May. 23, 2019

Get big or go home: The "Big Four" will likely soon become the "Big Three."

Big Telecoms Stay on Track in Q1

By Roger S. Conrad on Apr. 25, 2019

First quarter results are in for US Telecom’s Big Two. The most important takeaway by far: Both companies remain on track with financial results, long-term strategy and building long-term shareholder value.

What to Do After Bonds’ Bounce

By Roger S. Conrad on Apr. 20, 2019

While much of the rebound in our CUI Conservative Income Portfolio and bond holdings has been due to reduced economic fears, the fact these companies have demonstrated strength in operating results has no doubt helped prices recover over the past four months.

MODEL PORTFOLIOS & RATINGS

ABOUT ROGER CONRAD

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