Feature Article
Warning: Falling Dividends
By
Roger S. Conrad on
Aug. 8, 2015
One of the names on our Endangered Dividends List completely did away with its payout, while two companies exited the danger zone.
Key Themes for the Second Half of 2015
By
Roger S. Conrad on
Jul. 12, 2015
The utility sector is a mixed bag right now: Some stocks remain at elevated valuations and look ripe for profit-taking; others look like good buys for opportunistic investors.
Strategy Review
By
Roger S. Conrad on
Jul. 12, 2015
Heading into earnings season, we expect most of our Portfolio holdings to post solid second-quarter results. Nevertheless, the macro backdrop suggests that investors should take some profits off the table in their big winners and take advantage of any pullbacks to buy high-quality names.
A Break in the Storm
By
Roger S. Conrad on
Jul. 10, 2015
For the second consecutive month, none of the more than 200 essential-services companies covered in our Utility Report Card announced a dividend cut. However, companies with heavy exposure to energy prices—especially crude oil and natural gas liquids (NGL)—remain under pressure and could be at risk of reducing their payouts.
Resolving Challenges, Investing in Growth
By
Roger S. Conrad on
Jul. 10, 2015
This utility recently doubled its rate of quarterly dividend growth, but the stock is still down 10 percent on the year. Smart investors should take advantage of this opportunity.
A Turnaround Story Gains Traction
By
Roger S. Conrad on
Jul. 10, 2015
This global telecom giant continues to make all the right moves to return to dividend growth, but the stock still trades at a discount.
Balancing Act
By
Roger S. Conrad on
Jun. 7, 2015
Our Portfolio holdings continue to perform well as businesses—the key to long-run dividend growth and capital gains. Concerns about an uptick in interest rates create buying opportunities, but savvy investors should also play some defense.
On the Verge of Great Things
By
Roger S. Conrad on
Jun. 7, 2015
Further clarity on potential drop-down transactions could provide a major upside catalyst for this turnaround story.
Grappling with Externalities
By
Roger S. Conrad on
Jun. 7, 2015
Now that first-quarter earnings season has wrapped up, concern about rising interest rates has taken over as the primary near-term driver for dividend-paying stocks. Here’s how you can take advantage.
Steady as She Goes
By
Roger S. Conrad on
Jun. 6, 2015
A laundry list of growth projects provides a high level of visibility to this high-quality utility's cash flow and dividend growth.
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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