Feature Article
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.
Dividend Shrink Ray Targets Small-Cap Telecoms
By
Roger S. Conrad on
Jul. 10, 2016
Size isn’t everything in the telecom sector, but it is important.
Utility Stocks Run Hot
By
Roger S. Conrad on
Jul. 10, 2016
Traders continue to rotate into utility and telecom stocks because of their defensive qualities and above-average yields. But with more than half of our Portfolio holdings trading above our value-based buy targets, investors should exercise caution.
A New Growth Platform
By
Roger S. Conrad on
Jul. 10, 2016
We've added a new stock to our Top 10 DRIPs.
Safety Lags in Risk-On Environment
By
Roger S. Conrad on
Jul. 10, 2016
When the risk-off trade inevitably comes back in vogue, expect this defensive master limited partnership to benefit from the flight to quality.
Momentum, MLPs and Mergers
By
Roger S. Conrad on
Jun. 12, 2016
Momentum has carried utility stocks to historically high valuations, limiting the number of attractive buying opportunities. Master limited partnerships have also rallied hard from their nadir in February, but stock selection will become increasingly important going forward.
In Transition
By
Roger S. Conrad on
Jun. 12, 2016
This Aggressive Income Portfolio holding stands to benefit from Australia's transition to clean energy.
Assets in All the Right Places
By
Roger S. Conrad on
Jun. 12, 2016
Investments in solar power, the electricity grid, pipelines and gas-fired power plants will drive earnings and dividend growth at this utility over the next five years.
Rally in Energy Prices Brings Relief
By
Roger S. Conrad on
Jun. 12, 2016
Sometimes a rising tide lifts all boats. The sharp recovery in oil and gas prices since mid-February has convinced all too many investors that the risk of further distribution cuts among energy-focused master limited partnerships (MLP) has declined. The immediate response to the indiscriminate selling of late 2015 and early 2016 has been a wave of indiscriminate buying. But selectivity will be critical going forward.
Aging Bull
By
Roger S. Conrad on
Jun. 11, 2016
Many of our Portfolio holdings have rallied hard over the past months, giving investors another opportunity to exit weaker names and take some profits off the table in their big winners.
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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