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News and Analysis

Stock Offerings: Time to Buy

By Roger S. Conrad on Jun. 16, 2014

A growing, capital-intensive business must regularly be fed with sales of debt and equity. Investors almost invariably fear such offerings as either dilutive or incurring more debt. But the lowest corporate borrowing rates in a generation have enabled companies to cut interest expenses with new debt offerings, eliminating their near-term exposure to rising rates. This week, we look at six Conrad's Utility Investor Portfolio holdings that have had recent offerings.

Portfolios: Where We Stand

By Roger S. Conrad on May. 21, 2014

Our Conrad's Utility Investor recommendations are beating the market to date, with our Aggressive Income Portfolio recommendations up an average of 21.6 percent, Conservative Income Portfolio holdings ahead 11.9 percent and Top 10 DRIPs Portfolio up 13.9 percent.

Energen Sells Alagasco, Others Top Low Expectations

By Roger S. Conrad on Apr. 14, 2014

Energen Corp (NYSE: EGN) will sell its Alabama gas distribution utility to Laclede Gas (NYSE: LG), for $1.28 billion in cash plus $320 million in assumed debt. The company will deploy the estimated $1.1 billion in after tax proceeds to further develop its high potential properties in the Permian Basin.

Stocks To Watch

By Roger S. Conrad on Mar. 31, 2014

Every portfolio has winners and losers. The key is knowing when to let the best performers run, and cut the worst loose.

Electricity Growth: Look To Industry

By Roger S. Conrad on Mar. 24, 2014

The resulting 99.1 percent boost in fourth quarter revenue wasn’t enough to answer several nagging questions about SolarCity’s long-run sustainability as an enterprise.

Emerging Market Retreat: 4 Reasons We’re Staying Put

By Roger S. Conrad on Jan. 27, 2014

Fourth quarter and full-year earnings normally dominate the news this time of year. And rightly so: They’re what ultimately shape shareholder returns.

Utility Update: New Year Review

By Roger S. Conrad on Jan. 6, 2014

The Conrad’s Utility Investor Portfolios officially launched on July 31, 2013. Since that time, the Dow Jones Utility Average is off -2.3 percent, including dividends paid.

My Aggressive Income Portfolio is up by 9.3 percent, while the Conservative Income Portfolio has returned 3.3 percent.

Utility Update: Don’t Fear the Sun

By Roger S. Conrad on Dec. 30, 2013

US electric utilities have enthusiastically embraced renewable energy the past few years. That includes companies that have traditionally relied heavily on fossil fuels and nuclear energy.

Utility Update: Good News For Good Stocks

By Roger S. Conrad on Dec. 23, 2013

Will Santa Claus visit utility stock investors this year? The sector was out of the gate quickly to start the fourth quarter of 2013. But concerns about the “tapering” off of Federal Reserve bond buying quickly slowed things down.

Utility Update: Don’t Fear Rates’ Rise

By Roger S. Conrad on Dec. 11, 2013

Fear of rising interest rates again appears to be triggering selling of utility stocks. I’ve shown over and again that the sector’s so-called interest rate sensitivity is a false relationship over any recent period longer than a few weeks. Consequently, lower prices should be viewed as a buying opportunity for recommended stocks.

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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