Feature Article
What’s Next for Utility Stocks?
By
Roger S. Conrad on
Oct. 11, 2016
With utility stocks down more than 10 percent since early July, our approach of high-grading the model Portfolios, taking partial profits on overextended names and betting on a pullback has paid off. We weigh the scenarios that could emerge in coming months and revisit our investment strategy.
Boom! Goes the Dividend
By
Roger S. Conrad on
Oct. 11, 2016
We weren't surprised when Ferrellgas Partners LP (NYSE: FGP) announced that the master limited partnership may need to cut its distribution by 50 percent.
Stick with the Plan
By
Roger S. Conrad on
Oct. 11, 2016
The investment strategy we’ve pursued over the past several months has paid off thus far. And after the recent pullback in utility stocks, two of our longtime favorites once again trade below our value-based buy targets.
Water Slide
By
Roger S. Conrad on
Oct. 11, 2016
Shares of our favorite water utility have finally pulled back to a reasonable valuation.
Pattern Recognition
By
Roger S. Conrad on
Oct. 11, 2016
This company's operating results have been a portrait of consistency despite the volatility in its stock price.
More Downside to Come?
By
Roger S. Conrad on
Sep. 12, 2016
The recent selloff in utility stocks has been a boon for our hedge position, but the sector still trades at historically elevated valuations. Investors should stick with our three-part game plan for navigating this challenging market.
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.
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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