Feature Article
The Takeout Menu Narrows
By
Roger S. Conrad on
Nov. 14, 2017
With many potential takeover candidates trading at sky-high valuations, interest in whole-company acquisitions has waned. We review the current slate of deals involving names in our Utility Report Card and highlight our favorite takeover plays.
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.
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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