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News and Analysis

Mid-Month Update: Navigating a Deepening Selloff

By Roger S. Conrad on Mar. 21, 2020

I typically update advice in the Conrad’s Utility Investor website tables with the regular monthly issues. For urgent advice I send Alerts. If there’s a theme to expand on, I post an Income Insights or Utility Roundup.

These “interesting times,” however, require an update for the five tables under the Portfolios tab.

Utilities’ Big Mo Reverses At Last: Now What?

By Roger S. Conrad on Feb. 28, 2020

Economic uncertainty resulting from COVID-19 has shifted utilities’ momentum from positive to negative. And it’s clear we know little now about the ultimate damage to human health and economic growth. But big and sudden declines like this one have historically been followed by mighty rebounds, and huge rewards for those who’ve had the cash and fortitude to buy the right stocks at the bottom. 

Time to Sell NextEra Energy?

By Roger S. Conrad on Jan. 25, 2020

Utility stocks have picked up in 2020 where they left off in 2019. The Dow Jones Utility Average reached an all-time high of 934 this week. So long as investors crave yield, there’s a case the sector will reach higher ground - but this story also has a less savory side.

Hunting Bond Bargains in a Seller’s Market

By Roger S. Conrad on Jan. 14, 2020

About year ago, we pounded the table to buy selected high yield bonds. Since then, each of our recommendations has scored solid capital gains, while providing yields as high as 10 percent.

South Jersey Industries To Exit Maryland and More Utility M&A

By Roger S. Conrad on Dec. 13, 2019

The flow of mergers of entire utility companies has dried up, relative to the heady pace of a few years ago. But management teams are still finding plenty of assets to buy and sell.

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.

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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