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Utility Roundup

Phoning In: Telecom’s Big Two Report

By Roger S. Conrad on Jul. 29, 2014

America's two biggest telecoms reported second quarter earnings last week. We look at how they performed in the face of challenges from the competition.

Bring on the Q2 Numbers

By Roger S. Conrad on Jul. 21, 2014

On July 14-15, the US Energy Information Administration held its annual conference in Washington, D.C. Speakers ranged from government analysts and statisticians, politicians and regulators to high-level industry consultants and luminaries like author Daniel Yergin. My colleague Elliott Gue and I attended to uncover investment opportunities obscured by faulty conventional wisdom. Here's our take.

Electric Utilities Meet LNG

By Roger S. Conrad on Jul. 15, 2014

Three US electric utilities are now investing in LNG exports through new acquisitions. However one of these is uniquely positioned to bring new LNG export capacity on line and open North American gas to the world.

New Stock Highs Call for Disciplined Investing

By Roger S. Conrad on Jun. 30, 2014

Five more Conrad’s Utility Investor portfolio stocks have hit new 52-week highs since the last Utility Roundup and 17 of the 30 companies in my Aggressive Income and Conservative Income Portfolios have hit 52-week highs this month.

 

What To Do When Stocks Hit Their Highs

By Roger S. Conrad on Jun. 23, 2014

It’s hard to believe that the conventional wisdom at the start of the year was that utilities were in a death spiral—and that rising interest rates and lost sales to solar would ensure they were among 2014’s worst performers. But a dozen Conrad’s Utility Investor Portfolio stocks have hit new 52-week highs this month. And most of the other holdings are no more than a couple of good trading days from following suit.

Stock Offerings: Time to Buy

By Roger S. Conrad on Jun. 16, 2014

A growing, capital-intensive business must regularly be fed with sales of debt and equity. Investors almost invariably fear such offerings as either dilutive or incurring more debt. But the lowest corporate borrowing rates in a generation have enabled companies to cut interest expenses with new debt offerings, eliminating their near-term exposure to rising rates. This week, we look at six Conrad's Utility Investor Portfolio holdings that have had recent offerings.

Exelon: Rewarding Our Patience

By Roger S. Conrad on Jun. 3, 2014

Exelon Corp (NYSE: EXC) continues to reward shareholders, topping the Dow Jones Utilities Average (DJUA). We also look at four other DJUA stocks from our Model Portfolios.

One-on-One: What Our MLPs Told Us at the NAPTP Conference

By Roger S. Conrad on May. 28, 2014

Here's my take on what the CUI Portfolio and Utility Report Card MLPs had to say at the National Association of Publicly Traded Partnerships' MLP Investor Conference last week.

Portfolios: Where We Stand

By Roger S. Conrad on May. 21, 2014

Our Conrad's Utility Investor recommendations are beating the market to date, with our Aggressive Income Portfolio recommendations up an average of 21.6 percent, Conservative Income Portfolio holdings ahead 11.9 percent and Top 10 DRIPs Portfolio up 13.9 percent.

10 More Report: Q1 Is All In

By Roger S. Conrad on May. 13, 2014

Ten more companies have reported first-quarter earnings. Here's the rundown.

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