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Portfolio Article

What’s Left to Buy

By Roger S. Conrad on Sep. 8, 2019

A record two-dozen CUI Portfolio companies currently trade above my recommended entry points. That’s to be expected in an environment where investors are seeking safety and yield. And utility stocks offer the added bonus of earning most or all revenue in the US while realizing strong, reliable earnings growth from renewable energy, 5-G and other transforming technologies.

Putting Q2 Results Into Action

By Roger S. Conrad on Aug. 5, 2019

When this issue went to post, not every company in our Utility Report Card coverage universe or model portfolios had released its second quarter numbers. But there’s enough available information to discern several key takeaways.

First, even in these essential service businesses, there’s evidence the US economy has lost some steam. One place that’s shown up is industrial sales of the country’s largest electric utilities.

The Question is Value

By Roger S. Conrad on Jul. 5, 2019

No stock is a buy at any price. And even the best-run company can get so expensive that realizing additional upside becomes an almost impossible slog. That’s not been the case so far this bull market for the top players in the US utility sector. But if we’re not there yet, we’re getting very close to it.

Go Secular for Big Gains, Cyclical to Keep Them

By Roger S. Conrad on Jun. 9, 2019

There’s nothing quite like the adrenaline rush from a big short-term gain in a stock. My son Nate enjoyed that feeling this week by picking up on a Utility Report Card recommendation of El Paso Electric (NYSE: EE). This week, the stock surged when a JP Morgan fund offered $68.50 per share in cash for the company.

Seeking Value in a Pricey Market

By Roger S. Conrad on May. 8, 2019

After a blazing first quarter 2019, shares of best in class utilities and essential services companies have largely stalled over the past month. Not only is the Dow Jones Utility Average within a point of where it was when the April issue went to post. But all month long, it never strayed more than a couple percentage points in either direction.

After a Hot Start, Stay Cool

By Roger S. Conrad on Apr. 8, 2019

It’s been decades since utility stocks started a year this fast. But while the Dow Jones Utility Average’s 10 percent plus first quarter return is certainly preferable to what we saw last year, we suspect that staying cool after 2019’s hot start will prove critical as the rest of the year unfolds.

Follow the Growth

By Roger S. Conrad on Mar. 10, 2019

These are complex and volatile times for the stock market. But we still find a simple approach best for running the Conrad’s Utility Investor model portfolios.

Following the Numbers

By Roger S. Conrad on Feb. 11, 2019
For income investors, only two things matter when it comes to returns: Are the companies we own solid on the inside and can they grow their dividends sustainably? Reliably rising dividends keep your income ahead of inflation. Stock prices always follow a rising dividend higher, just as dividend cuts always send them lower.

Banking on a Quality Rebound

By Roger S. Conrad on Jan. 14, 2019
In 2018, the Conservative Income Portfolio lost 0.76 percent of its value, with our 20 holdings increasing dividends an average of 7.3 percent. The Aggressive Holdings lost -4.9 percent while raising payouts an average of 14.3 percent from the year before. The Top 10 DRIPs slipped -5.8 percent with average dividend growth of 5.9 percent.

Flight to Quality Shifts Risks

By Roger S. Conrad on Dec. 10, 2018
It’s “risk off” time again in the US stock market. Stocks of companies considered resistant to US/China trade war pressures and a possible recession are catching bids at their most frenetic pace in two years.

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