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

News and Analysis

Oncor on the Auction Block and Other M&A Tidbits

By Roger S. Conrad on Jul. 6, 2016
We review the recent mergers and acquisitions news in our coverage universe, including a flurry of deal closures and the sale of the former TXU Corp, now called Oncor.

Deals, Deals, Deals

By Roger S. Conrad on Mar. 14, 2016
We examine the latest mergers and acquisitions, including a rumored deal that makes a world of sense for both parties and a takeover that may or may not make it to the finish line.

Fourth-Quarter Earnings in Review

By Roger S. Conrad on Mar. 4, 2016
We review fourth-quarter results for the bulk of our Portfolio holdings.

Top 5 Utility Takeover Plays

By Roger S. Conrad on Jul. 24, 2015
Reports that Teco Energy has put itself up for sale have sparked speculation about the next takeover targets in the utility sector. We highlight five of our favorites.

Second-Quarter Earnings Preview

By Roger S. Conrad on Jul. 1, 2015
Here are some of the key themes on our radar as second-quarter earnings season approaches.

MLP Roundup and Renewable Energy

By Roger S. Conrad on Jun. 1, 2015
Three of our Portfolio holdings presented at the NAPTP's recent investor conference; we review what their management teams had to say. We also  delve into the latest developments in the renewable-energy space.

Utility Stocks in the New Year

By Roger S. Conrad on Jan. 19, 2015
With many utility stocks trading at record highs, even buy-and-hold investors should consider taking some profits off the table.

A Look Back at 2014 and a New Year’s Resolution

By Roger S. Conrad on Jan. 5, 2015
Our Model Portfolios outperformed in 2014 and are well-positioned to generate solid returns in the new year.

Challenges and Opportunities

By Roger S. Conrad on Dec. 20, 2014
Plummeting oil prices and uncertainty in the energy sector have unsettled investors; we remain confident in our Portfolio holdings.

Finding Value in the Utility Sector

By Roger S. Conrad on Nov. 26, 2014
My take on the last of our Model Portfolio holdings to report quarterly results and where to find value in the utility sector.

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