Feature Article
Sector Rotation and Deals, Deals, Deals
By
Roger S. Conrad on
Feb. 14, 2015
The Dow Jones Utilities Average has pulled back from its January 2015 high, while, at the opposite end of the teeter-totter, energy stocks have caught a bid. We explain our strategy for investing in this late-stage bull market, kick the tires on recent mergers and acquisitions and analyze the results of the Federal Communication Commission’s recent spectrum auction.
Down, But Not Out
By
Roger S. Conrad on
Jan. 11, 2015
Plummeting prices for crude oil and natural gas liquids have depressed the prices of this Aggressive Income Portfolio holding.
Looking Back to Find the Way Forward
By
Roger S. Conrad on
Jan. 11, 2015
Our model Portfolios outperformed once again in 2014. Rather than rest on our laurels, we kick the tires on our winners and losers to determine whether they’re worth holding for 2015.
Four Cuts and One Escape from the Endangered Dividends List
By
Roger S. Conrad on
Jan. 11, 2015
Four companies on our Endangered Dividends List cut their payouts last month, while one regional telecom escapes from the list after announcing a surprise dividend increase.
Market Currents: Key Trends to Drive Returns in 2015
By
Roger S. Conrad on
Jan. 10, 2015
The trends that shaped returns for essential-services stocks in 2014 should remain in play this year. Here’s how to profit.
Clean and Contracted
By
Roger S. Conrad on
Jan. 9, 2015
Long-term contracts and a solid backlog of opportunities make this Canadian power producer a winner.
Discounted Renewable Energy
By
Roger S. Conrad on
Dec. 7, 2014
Bargains have started to appear in the formerly red-hot yieldco universe, thanks to the mistaken assumption that these names face the same headwinds as First Solar (NSDQ: FSLR) and other component manufacturers.
Best in Class
By
Roger S. Conrad on
Dec. 7, 2014
Taking advantage of selloffs to scoop up best-in-class names is a time-tested tactic for scoring outsized investment gains.
In the midstream space, few master limited partnerships offer as compelling a combination of value and superior business performance as the newest member of our Conservative Income Portfolio..
Challenges and Opportunities
By
Roger S. Conrad on
Dec. 7, 2014
We highlight the best buying opportunities in today’s market, including several names that trade at an unwarranted discount because of the severe downdraft in crude-oil prices.
Crude Oil and Our Model Portfolios
By
Roger S. Conrad on
Dec. 7, 2014
The precipitous drop in crude-oil prices continues to roil the market. Here’s the latest on our Portfolio holdings in the energy sector.
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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