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Feature Article

One to Cash Out, Three to Lock In

By Roger S. Conrad on Sep. 13, 2014
Although we prefer to buy and hold to build wealth over the long haul, we’re not averse to locking a big gain from time to time on momentum-driven names—especially in a five-year-old bull market.

Big Doings in the Utility Sector

By Roger S. Conrad on Sep. 13, 2014
We book an almost 55 percent gain on Consolidated Communications, highlight our best buys in the current market and explore some of the biggest trends driving returns in the essential-services space.

Four Sells and One Big Win

By Roger S. Conrad on Aug. 9, 2014

We sold Aggressive Income Portfolio member Windstream Holdings (NSDQ: WIN) for a roughly 52 percent profit since October 2013, and look at four other companies facing challenges.

Dominion Resources: Buy the Dip

By Roger S. Conrad on Aug. 9, 2014

Earlier this summer, momentum chasers bid the stock price up to an all-time high, but now's the time to invest in this exceptionally solid electric utility and pipeline owner at a favorable price.

Learning from Earnings

By Roger S. Conrad on Aug. 9, 2014

Our Portfolio holdings continue to post solid quarterly results. Even better, the market’s recent pullback gives us an opportunity to buy our favorites at appealing prices.

Buying the Pullback

By Roger S. Conrad on Aug. 9, 2014

Don’t panic! The long-awaited correction has finally arrived, giving patient investors an opportunity to pick up high-quality utility stocks at reasonable valuations.

CenturyLink: The Next Telecom Short Squeeze

By Roger S. Conrad on Aug. 9, 2014

We booked a 52% gain on Windstream Holdings (NSDQ: WIN). Now it's CenturyLink's (NYSE: CTL) turn to prove the skeptics wrong.

A Study in Contrasts

By Roger S. Conrad on Jul. 9, 2014

The outlook is much brighter for this utility's foray into solar, and for one of our closed-end funds. Unfortunately, other companies still face serious challenges.

Six Values for an Aging Bull Market

By Roger S. Conrad on Jul. 9, 2014

At last count, more than half our Portfolio holdings traded above my buy targets. These are all great companies that will continue to build wealth for investors, but now is the time for discipline.

A Rare Value in the Utility Sector

By Roger S. Conrad on Jul. 9, 2014

Rarely will you find a sector’s top-quality stocks on sale more than five years into a bull market. But that’s the case with this new Conservative Income Portfolio holding. Record demand has enabled this utility to grow its first-quarter earnings by 19.7 percent year over year.

MODEL PORTFOLIOS & RATINGS

ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b