Utility Roundup
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.
Bond Update: Solid Returns in a Challenging Tape
By
Roger S. Conrad on
Jan. 2, 2017
Our basket of junk bonds outperformed in a challenging fourth quarter.
High Yielders vs Dividend Growers
By
Roger S. Conrad on
Dec. 21, 2016
A dividend cut hits investors with a double-whammy, reducing their current income and catalyzing a sharp selloff in the stock. In contrast, a steadily increasing payout eventually will push a company’s share price higher, particularly when it’s supported by the underlying business.
Deal Talk
By
Roger S. Conrad on
Dec. 5, 2016
We sift through the pending acquisitions involving companies in our Utility Report Card and highlight some potential takeover targets.
International Festival
By
Roger S. Conrad on
Nov. 8, 2016
International equities have fared far better this year than in 2014 and 2015, with the seven in our model Portfolios delivering an average total return of 17.2 percent in US dollar terms.
Content is King When It Sits on the Right Throne
By
Roger S. Conrad on
Oct. 25, 2016
AT&T follows Comcast Corp’s example with a bold move into the content side of the business. Here’s our take on the deal and third-quarter earnings from some of our core Portfolio holdings.
Bond Update
By
Roger S. Conrad on
Oct. 3, 2016
We add three bonds to our basket of fixed-income securities.
Trends in Midstream M&A
By
Roger S. Conrad on
Sep. 21, 2016
We delve into some the recent trends in mergers and acquisitions involving master limited partnerships and other midstream operators.
An Ounce of Preparation
By
Roger S. Conrad on
Aug. 25, 2016
Utility stocks continue to trade at elevated valuations. We revisit our investment strategy for this environment.
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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