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Utility Roundup

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.  

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.

Telecom: The More Things Change, the More Things Stay the Same

By Roger S. Conrad on Feb. 5, 2016
In the fourth quarter, the telecom sector's big dogs continued to extend their lead over the also-rans.

Portfolio Movers and Shakers

By Roger S. Conrad on Jan. 4, 2016
We share our latest news and analysis related to our model Portfolio holdings, from guidance updates to recently completed deals.

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