Aggressive Income Feature
Down, But Not Out
By
Roger S. Conrad on
Jan. 11, 2015
Plummeting prices for crude oil and natural gas liquids have depressed the prices of this Aggressive Income Portfolio holding.
Discounted Renewable Energy
By
Roger S. Conrad on
Dec. 7, 2014
Bargains have started to appear in the formerly red-hot yieldco universe, thanks to the mistaken assumption that these names face the same headwinds as First Solar (NSDQ: FSLR) and other component manufacturers.
The Power of Low Expectations
By
Roger S. Conrad on
Nov. 7, 2014
Brazil's largest electric utility has taken a beating. But its bargain-basement valuation means it won't take much good news to send this aggressive bet higher.
Chevron Corp: The Next 1,000 Percent
By
Roger S. Conrad on
Oct. 4, 2014
Top 10 DRIPs Portfolio holding Chevron Corp has rewarded investors with steady gains for the last two decades.
MDU Resources Group: Bakken Bet is Cheap Again
By
Roger S. Conrad on
Sep. 13, 2014
West Texas Intermediate crude oil has slipped to $93 a barrel, its lowest price in two years, and producers in North Dakota’s prolific Bakken Shale part with their output for less than $88 a barrel.
But not even $70 oil would derail growth for our favorite bet on the Bakken Shale.
CenturyLink: The Next Telecom Short Squeeze
By
Roger S. Conrad on
Aug. 9, 2014
We booked a 52% gain on Windstream Holdings (NSDQ: WIN). Now it's CenturyLink's (NYSE: CTL) turn to prove the skeptics wrong.
Transitioning from Oil to Solar Power
By
Roger S. Conrad on
Jul. 9, 2014
Thanks to the rapid development of renewable energy and the support of state regulators, this utility has moved to break its addiction to imported oil, setting the stage for higher profits over the long term and lower bills for consumers.
Exelon Gets a Boost from Pepco Deal
By
Roger S. Conrad on
May. 2, 2014
Not one of the hundreds of regulated utility mergers over the past century has failed to create a stronger, healthier company. Despite skepticism in some quarters, Exelon Corp’s (NYSE: EXC) $6.8 billion purchase of Pepco Holdings (NYSE: POM) is also set for success.
WGL Holdings: Beating The Skeptics
By
Roger S. Conrad on
Apr. 5, 2014
Utility history is rife with poor diversification, and that appears to be the consensus bet against WGL Holdings (NYSE: WGL), the regulated gas distribution company for the District of Columbia, suburban Maryland and Northern Virginia. But an A+ rating on top of an attractive yield could change skeptics' minds.
A Turnaround Tale for the Ages
By
Roger S. Conrad on
Mar. 7, 2014
This Aggressive Portfolio holding remains one of our favorite turnaround stories.
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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