Feature Article
Kind of a Big Deal
By
Roger S. Conrad on
Mar. 7, 2015
The newest addition to our Aggressive Income Portfolio represents a recently announced deal involving this longtime underperformer will create long-term value for shareholders.
The 10 Percent Club
By
Roger S. Conrad on
Mar. 7, 2015
Fears of rising interest rates have given traders an excuse to take profits on utility stocks after last fall’s big run-up. Investors with a longer time horizon have ample opportunity buy the high-quality names in our 10 Percent Club, a distinguished group of essential-services stocks that offer a compelling combination of current yield and potential dividend growth.
Strong Business, Weak Currency
By
Roger S. Conrad on
Feb. 14, 2015
Let the currency headwinds blow; this Australian utility continues to deliver the goods as a business.
Going Steady
By
Roger S. Conrad on
Feb. 14, 2015
This master limited partnership hasn't skipped a beat since oil price started to plunge.
Earning Their Keep
By
Roger S. Conrad on
Feb. 14, 2015
There’s more to analyzing quarterly earnings than whether a company met Wall Street analysts’ consensus estimates. These regular check-ups provide useful insight into the health of our Portfolio holdings’ underlying businesses and their future growth prospects.
Staying on the Watch
By
Roger S. Conrad on
Feb. 14, 2015
Two companies escape from our Endangered Dividends List this month, while a handful of others join the party.
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.
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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