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Feature Article

Learnings from Earnings: Upgrades and Downgrades

By Roger S. Conrad on Nov. 14, 2017
Most of the names in our Utility Report Card have reported third-quarter results, with a quartet of Portfolio holdings earning higher buy targets after surprising to the upside or announcing key company-specific developments.

Three Cuts

By Roger S. Conrad on Nov. 14, 2017
Three members of the Endangered Dividends List have cut their payouts since the October 2017 issue.

Following a Winning Playbook

By Roger S. Conrad on Nov. 14, 2017
This under-the-radar utility recently established a new growth platform that should build wealth for shareholders.

Not a Value Trap

By Roger S. Conrad on Nov. 14, 2017
Recent weakness in this telecom giant's share price belies its strong balance sheet, ample free cash flow and intermediate-term growth prospects.

Politics vs Economics: Wholesale Changes?

By Roger S. Conrad on Oct. 8, 2017
The Trump administration has pushed several policies that could shake up domestic electricity markets. Of these initiatives, the Dept of Energy’s proposed subsidies for merchant coal-fired power plants and nuclear reactors would radically change the existing market dynamics. We evaluate the investment risks and opportunities created by these shifts.

A Handful of Upgrades

By Roger S. Conrad on Oct. 8, 2017
Company-specific developments warrant higher buy targets for a trio of our Portfolio holdings.

A Transformative Deal Ignites Growth

By Roger S. Conrad on Oct. 7, 2017
A blockbuster acquisition could put this European water and environmental services company on the path to dividend growth.

A Large-Cap Utility with Multiple Growth Drivers

By Roger S. Conrad on Oct. 7, 2017
This large-cap utility offers exposure to multiple upside drivers and trades at a reasonable valuation.

Unhappy Returns

By Roger S. Conrad on Oct. 7, 2017
Although third-quarter earnings season hasn't hit yet, recent developments have landed four companies on the Endangered Dividends List. The latest additions include two former members that had escaped after slashing their payouts.

Macro Talk

By Roger S. Conrad on Sep. 10, 2017
Macroeconomic developments and moves in the broader market matter when you buy and hold individual stocks. But if you have chosen well, paid a reasonable price, and can keep your emotions in check, even a 2008-style collapse will only delay, not derail, your wealth-building efforts.

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