Utility Roundup
Thoughts on Third-Quarter Earnings
By
Roger S. Conrad on
Oct. 28, 2017
Third-quarter earnings season is in full swing, bringing some upside and downside surprises for our Model Portfolio holdings.
Rumble Down Under: The Battle over AGL Energy’s Liddell Power Plant
By
Roger S. Conrad on
Oct. 12, 2017
Rising electricity and natural-gas prices in Australia have padded AGL Energy's bottom line and contributed to tensions surrounding the company's long-standing plan to close the Liddell coal-fired power plant in 2022.
Utilities and Hurricanes: Responding to Harvey and Irma
By
Roger S. Conrad on
Sep. 25, 2017
How utilities respond to storm-related outages can have important implications for regulatory relations.
Two Reasons to Stick with Southern Company
By
Roger S. Conrad on
Sep. 1, 2017
We explore the reasons behind Southern Company's recent underperformance and explain why investors should stick with the stock.
A Primer on the Internet of Things and the Telecom Sector
By
Nate Conrad on
Aug. 15, 2017
What is the internet of things, and why is this growth theme important to the telecom sector? Find out here.
Thoughts on Kinder Morgan’s Guidance and Second-Quarter Results
By
Roger S. Conrad on
Jul. 21, 2017
Kinder Morgan's management team unveiled a plan for the midstream giant to grow its dividend by 60 percent next year. Despite this big talk, the stock remains a show-me story.
Final Earnings Notes for Q1
By
Roger S. Conrad on
Jun. 5, 2017
We take a look at the handful of Portfolio holdings that reported first-quarter results after the May issue hit the web.
A Bond Update And The Fallout From Westinghouse’s Bankruptcy
By
Roger S. Conrad on
Apr. 4, 2017
We revisit our basket of fixed-income securities and take profits on one bond that has rallied hard since the presidential election. We also explore the fallout from Westinghouse's bankruptcy.
Strategy And Earnings Update
By
Roger S. Conrad on
Mar. 2, 2017
Utility stocks have continued to rally, propelling a record 20 of our Portfolio holdings above our value-based buy targets--a high-quality problem. We also highlight the solid fourth-quarter results posted by a handful of our aggressive picks.
Earnings Season Cometh
By
Roger S. Conrad on
Feb. 1, 2017
We analyze fourth-quarter results from some of the biggest companies in our model Portfolios and explain why one of our Aggressive Income Portfolio holdings surged 11 percent after reporting earnings.
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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