Feature Article
Yield with a Growth Kicker
By
Roger S. Conrad on
Mar. 10, 2016
Investors usually buy utility stocks for their resilient underlying businesses and generous dividend yields—qualities that become even more appealing during times of economic uncertainty and market volatility. But some of our favorite, best-in-class names offer exposure to compelling growth stories that could drive significant outperformance in coming years.
Utility Report Card: Coverage Update
By
Roger S. Conrad on
Feb. 7, 2016
This month, we’ve dropped six oil and gas producers from the Utility Report Card because these names have little in common with the utility stocks at the core of our investment strategy, aside from paying (or formerly paying) dividends.
Exiting at the Right Price
By
Roger S. Conrad on
Feb. 7, 2016
Overly aggressive guidance could land this master limited partnership in the penalty box.
Fixed-Income Value Play
By
Roger S. Conrad on
Feb. 7, 2016
The sudden meltdown in the high-yield bond market doesn’t show any signs of letting up, especially with the US economy continuing to weaken. But with pain comes opportunity: For the first time since 2009, fixed-income securities issued by essential-service companies trade at favorable valuations.
Time to High-Grade
By
Roger S. Conrad on
Feb. 7, 2016
In a bear market, the weaklings always suffer the most. Investors should reduce risk, consider taking profits on any names that have rallied to unsustainable valuations and keep an eye out for opportunities to add to or establish positions in high-quality names.
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.
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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