Feature Article
Year-End Housekeeping
By
Roger S. Conrad on
Dec. 10, 2017
With 2017 winding down, investors’ focus naturally shifts to portfolio maintenance and positioning for the new year. We review our big winners for potential profit-taking and our few laggards for tax-loss selling.
Falling Dividends and Failing Companies
By
Roger S. Conrad on
Dec. 10, 2017
What’s worse for a company’s shareholders than a dividend cut? Well, two names on our Endangered Dividends List face the very real threat of insolvency.
Full Disclosure: Key Takeaways from ESG Ratings
By
Roger S. Conrad on
Dec. 10, 2017
Investors win when companies do the right thing on disclosures.
Steady as She Grows
By
Roger S. Conrad on
Dec. 10, 2017
Holiday shopping for stocks? This Canadian powerhouse offers a unique value proposition for conservative investors in search of a safe yield with substantial upside.
Another Chance to Buy
By
Roger S. Conrad on
Dec. 10, 2017
The recent pullback in this stock creates a buying opportunity for investors who missed it the first time.
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.
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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