Feature Article
Stay Focused
By
Roger S. Conrad on
May. 8, 2016
The recent rally in utility stocks has pushed valuations to elevated levels and lowered dividend yields. We explain our strategy for navigating this environment.
No Cuts, But Plenty of Risks
By
Roger S. Conrad on
May. 8, 2016
First-quarter earnings season has included a raft of weak results and guidance reductions from the more than 200 essential-service companies in our Utility Report Card.
A Simple Plan
By
Roger S. Conrad on
May. 7, 2016
This master limited partnership follows a simple business plan that continues to drive cash flow and distribution growth.
Best in Show
By
Roger S. Conrad on
May. 7, 2016
The yieldco universe is loaded with dogs, but one company could be your portfolio's best friend.
Electric Vehicles, Electric Utilities, Yieldcos and Junk Bonds
By
Roger S. Conrad on
Apr. 12, 2016
The hubbub surrounding the unveiling of Tesla Motors’ Model S has resulted in a bumper crop of articles about the ascendancy of electric vehicles and reduced demand for fossil fuels. These headlines attract eyeballs, but they don’t necessarily shed light on the best opportunities for investors who want to profit from the long-run success of electric vehicles.
Three-Step Investment Program for a Choppy Market
By
Roger S. Conrad on
Apr. 11, 2016
With utility stocks trading at frothy valuations, investors should consider taking some profits off the table in their big winners and exiting any higher-risk names to raise dry powder for future buying opportunities.
Stamp of Approval
By
Roger S. Conrad on
Apr. 11, 2016
A transformative acquisition lands this former Aggressive Income Portfolio holding in the Conservative Income Portfolio.
Two Big Dividend Cuts and More on the Way
By
Roger S. Conrad on
Apr. 11, 2016
Two companies in our coverage universe cut their dividends last month. We look at what went wrong and add four names to our Endangered Dividends List.
Financing the Future of Energy
By
Roger S. Conrad on
Apr. 11, 2016
During the gold rush, companies that supplied the picks and shovels to the diggers reaped the biggest profits. And no “equipment” is more important to the development of America’s renewable-energy future than money.
Sticking to the Plan
By
Roger S. Conrad on
Mar. 10, 2016
On Sept. 23, 2015, we issued an Alert swapping NRG Energy (NYSE: NRG) out of the Aggressive Income Portfolio and into NRG Yield (NYSE: NYLD), the yieldco associated with the ailing power producer. The swap couldn't have been timed better.
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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