Feature Article
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.
Finding Value in an Overbought Market
By
Roger S. Conrad on
Sep. 10, 2017
The Dow Jones Utility Average hit a new all-time high this month, but pockets of value still exist in our coverage universe.
The Last Bargain in Yieldco Land
By
Roger S. Conrad on
Sep. 9, 2017
Maligned for an ostensibly broken business model earlier this year, the yieldcos covered in our Utility Report Card have rallied hard, rewarding patient investors with impressive gains. After this run-up, only one yieldco still trades below our buy target.
Bag this Big Yielder
By
Roger S. Conrad on
Sep. 9, 2017
Take advantage of recent weakness in this master limited partnership's stock to lock in a 9 percent yield.
The Second (Distribution) Cut is the Deepest?
By
Roger S. Conrad on
Sep. 9, 2017
Longtime Endangered Dividends List member Plains All-American Pipeline LP announced its second distribution cut in a year.
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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