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Utility Roundup

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.

Learning from Earnings

By Roger S. Conrad on Jul. 30, 2016
A baker's dozen of our Portfolio holdings have reported second-quarter results. Here are our key takeaways.

Deals, Deals, Deals (and Earnings)

By Roger S. Conrad on Jul. 25, 2016
We share our take on the latest deal flow involving companies in our Utility Report Card, the first earnings of the season and hedging against potential downside in utility stocks.

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