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Utility Roundup

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.

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.

Elevation Sickness

By Roger S. Conrad on Jun. 22, 2016
Eighteen of the holdings in our model Portfolios trade above our value-based buy targets, while several have reached levels where investors should consider taking some of their profits off the table.

The High Prices of High-Yield Bonds

By Roger S. Conrad on Jun. 16, 2016
Our basket of fixed-income securities has done well, thanks to the rally in bond prices.

Earnings Roundup

By Roger S. Conrad on Mar. 24, 2016
All our Portfolio holdings have reported results for the quarter ended Dec. 31, 2016. We review how the latest batch fared and their outlook for 2016.  

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