Alerts
Wrapping up Q1 Results and Guidance: Steady as She Goes
By
Roger S. Conrad on
May. 13, 2022
Relentless global inflation pressures, rising interest rates, lingering pandemic fallout and still-high valuations are wreaking havoc on stock portfolios thus far in 2022. But after another week of jagged volatility, the Dow Jones Utility Average is still in the black year-to-date
Utility Bellwethers: Portents from Q1 Results
By
Roger S. Conrad on
Apr. 23, 2022
Dow Jones Utility Average returns are now more than 17 percentage points ahead of the S&P 500 year to date. And 21 CUI Portfolio members trade above my highest recommended entry points. But that also means, despite recent stock market turbulence, they’re still high-priced enough for readers to consider cashing out a portion of their positions.
How to Play Utilities’ Quiet Rally
By
Roger S. Conrad on
Mar. 25, 2022
Thus far, 2022 has been a series of jagged ups and downs for global stock markets, with most prices ratcheting lower. Regulated US utilities, however, have been staging a quiet rally.
Holding Value in Volatile Times
By
Roger S. Conrad on
Feb. 25, 2022
As dominant providers of essential services, utilities enjoy a degree of revenue reliability in tough times that companies in other industries can only envy. We’re seeing that strength again in our recommendations’ recently reported Q4 results and guidance.
NextEra Energy’s Results: Flashing Green for Renewable Energy Adopters
By
Roger S. Conrad on
Jan. 26, 2022
These days, the strongest players of a sector often soar and crash along with its weakest, depending on the latest investment fad. However, this also gives investors a historic opportunity to buy stocks of high-quality renewable energy adopters at very low prices.
What Kinder’s Q3 Says About Midstream’s High Yields
By
Roger S. Conrad on
Oct. 21, 2021
Despite some setbacks, Kinder Morgan Inc. (NYSE: KMI) has adapted to where we are right now in the energy price cycle. But effective participation still requires discipline.
Mid-Summer Update: Business Momentum Picks up Steam
By
Roger S. Conrad on
Jul. 21, 2021
Our best in class utilities and essential services companies proved their resilience in pandemic-riddled 2020.
Utility Bonds: Navigating Risk in a Low Reward Market
By
Roger S. Conrad on
Apr. 20, 2021
With companies ramping up investment on everything from renewable energy to storage and grid upgrades, utilities will eventually come back to the debt market. I expect many will favor low-cost green bonds
5G Spectrum Auction Winners: Maybe Not Who You Think
By
Roger S. Conrad on
Mar. 15, 2021
The results are in for the most expensive wireless spectrum auction in US history. The question for the Big Two is whether their huge outlay will produce the revenue and cash flow to be worth it.
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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