Feature Article
A World of Opportunity
By
Roger S. Conrad on
Sep. 12, 2016
A strong US dollar has weighed on the returns generated by international utility stocks in recent years. But investors should consider looking abroad for high-quality utility and telecom names that trade at reasonable valuations and offer a favorable risk-reward proposition.
A New Threat
By
Roger S. Conrad on
Sep. 12, 2016
Soft commodity prices, declining oil and gas production in some regions, counterparty risk and elevated costs of capital have threatened midstream master limited partnerships’ distributions over the past two years.
Quench Your Thirst for Yield
By
Roger S. Conrad on
Sep. 12, 2016
An undemanding valuation and solid growth prospects make this European utility a good buy for aggressive investors.
Calling All Income Investors
By
Roger S. Conrad on
Sep. 12, 2016
This Canadian telecom giant continues to generate ample free cash flow while paying a generous dividend and outspending its rivals on investments in network quality.
Play It Cool
By
Roger S. Conrad on
Aug. 13, 2016
With utility stocks trading at lofty valuations in the latter stages of a bull market, investors should exercise caution.
A Portrait of Consistency
By
Roger S. Conrad on
Aug. 13, 2016
Economies of scale and an experienced management team have enabled this master limited partnership to generate steady distribution growth despite huge swings in propane prices.
Narrow Escapes and Dividend Cuts
By
Roger S. Conrad on
Aug. 13, 2016
Four companies made strategic moves or posted second-quarter results that earned them an escape from the Endangered Dividends List. Within our coverage universe, three energy stocks we highlighted as being at risk of a dividend cut lived up to expectations.
The Quest for Yield: Tread Carefully
By
Roger S. Conrad on
Aug. 13, 2016
With utility and telecom stocks in rally mode for much of this year, a good yield can be hard to find for income-seeking investors. We highlight three areas where investors can hunt for value.
Paying Dividends Again
By
Roger S. Conrad on
Aug. 13, 2016
A reinstated dividend is the first step in this company's turnaround story.
Focus on Policy, Not Politics
By
Roger S. Conrad on
Jul. 10, 2016
Despite all the focus on the US presidential election, gubernatorial races and ballot initiatives at the state level will exert more of an influence on utility stocks. We review the key races and ballot measures as well as their potential implications for utilities in these states.
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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