Feature Article
Home for At-Risk Dividends
By
Roger S. Conrad on
Feb. 7, 2016
Our Endangered Dividends List has a new member, while one former resident returns to the general population after slashing its payout for a second time.
In the Land of Infrastructure, Capital is King
By
Roger S. Conrad on
Feb. 7, 2016
With the US and global economies softening and credit markets tightening, a company’s relative cost of capital can determine whether it’s a winner or a loser.
New Year, Time-Tested Strategy
By
Roger S. Conrad on
Jan. 11, 2016
By most measures, last year was a difficult time for income-seeking investors, as anticipation of the Federal Reserve’s first rate hike since 2006 weighed on sentiment toward dividend-paying stocks. Here’s our strategy for 2016.
Higher Standards
By
Roger S. Conrad on
Jan. 11, 2016
Our proprietary quality grades help investors to assess the spectrum of risk across the more than 200 essential-service companies covered in our Utility Report Card.
Misery Loves Company
By
Roger S. Conrad on
Jan. 11, 2016
Five new members joined the Endangered Dividends List this month.
Kind of a Big Deal
By
Roger S. Conrad on
Jan. 11, 2016
After closing a big deal, this Northeast utility has the financial wherewithal and opportunity set to drive annual dividend growth of 10 percent in coming years.
Pull This Baby from the Bathwater
By
Roger S. Conrad on
Jan. 11, 2016
This high-quality midstream name exclusively serves the Marcellus Shale and Utica Shale, owns regulated gas pipelines that operate under long-term contracts with utilities and continues to leverage its low of capital to fund growth projects.
Cheap and on the Verge of Dividend Growth
By
Roger S. Conrad on
Dec. 6, 2015
A transformative deal could move this power company closer to growing its dividend.
Quality on Sale
By
Roger S. Conrad on
Dec. 6, 2015
This electric utility hiked its quarterly dividend by 8.2 percent--and there's more upside to come.
All Eyes on 2016
By
Roger S. Conrad on
Dec. 6, 2015
With only a few weeks remaining in 2015, time is running out for utility stocks to avoid their first down year after exiting January in the green since 1987. We review our macro outlook, highlight a handful of stocks we’d consider adding to our model Portfolios on a pullback and revisit some of our losers.
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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