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Portfolio Article

High Business Quality Always Merits Your Patience

By Roger S. Conrad on May. 31, 2021
Sometimes the investing strategy that makes the most sense is just to sit with what you have. That’s pretty much where I see things now with calendar Q1 results all-in for CUI portfolio recommendations. Last issue, I highlighted three encouraging big picture takeaways from the numbers and guidance updates so far. They were the fact that almost all coverage universe companies met or beat previous management guidance, key utility growth themes continue to gain strength and conservative is still cool when shaping sector operating and financial strategies. Those three trends were equally strong in the results from companies reporting the past few weeks. Of the portfolio recommendations, Conservative Holding Duke Energy (NYSE: DUK) increased Q1 earnings by 10.5 percent, affirmed its guidance mid-point of $5.15 per share for 2021 and repeated its target 5 to 7 percent annual growth rate.

Three Key Takeaways from Q1 Numbers

By Roger S. Conrad on May. 10, 2021
Publicly traded companies today must constantly navigate their way through a thicket of financial reporting regulations and litigation risk. So it’s no wonder most take their time releasing fiscal year results, filings and guidance. In stark contrast are calendar Q1 results.

Focus on Quality and Value

By Roger S. Conrad on Apr. 12, 2021

Perceived value always sets the price for stocks. And anyone who’s invested a while knows that can shift on a dime, as leaders and laggards trade places. Quality doesn’t change so quickly. That’s the health and growth of companies’ underlying businesses.

When Investing for Value Practice Patience

By Roger S. Conrad on Mar. 8, 2021

“Strong businesses are best but watch the price.’ That was the main theme of the February issue of CUI. And our advice to cash out of “the Teslas of the world” proved on the mark.

What Q4 Earnings and Guidance Updates Say So Far

By Roger S. Conrad on Feb. 8, 2021

We start this month’s Portfolio strategy discussion with the three cornerstones of our investment strategy: 1) Sell stocks of companies that are weakening as businesses, 2) Build a pile of cash by unloading weakening companies and also taking partial profits on favorites that have run to unsustainable valuations, 3) Build a watch list of high quality companies to buy when they hit designated entry points.

Portfolio Strategy: Sharpening our Strategy for the New Year

By Roger S. Conrad on Jan. 11, 2021

Conservative Holdings up 2.6 percent, Aggressive Holdings ahead by 12.8 percent, Top 10 DRIPS a -12 percent loss. Those are the CUI Portfolio returns for 2020. By comparison, the Dow Jones Utility Average gained 1.5 percent, also including dividends paid. And the popular Utilities Select Sector SPDR ETF (NYSE: XLU) was up 0.07 percent. 

Shaping Our Year End Strategy

By Roger S. Conrad on Dec. 8, 2020

We still have a few weeks left in 2020. But whatever happens, this will go down as one of the most eventful years in stock market history. There’s certainly plenty to recap already. The rapid swing from historic profit-taking opportunity in mid-February to equally compelling Dream Buy barely a month later is certainly without precedent in my career.

Solid Q3 Results the Antidote for Uncertain Times

By Roger S. Conrad on Nov. 9, 2020

Economics not politics drive investment returns. Don’t get me wrong. Our Portfolio stocks came out very well in the recent election as businesses, future regulatory relations being the key concern.

The renewable energy focus of our electricity stocks is tailor-made for a new White House that will if anything try to speed up America’s ongoing energy transition. And the offshore wind stocks highlighted in the feature article are likely to be the next sector picks to pop, following example of contract generators like Brookfield Renewable Energy Partners (TSX: BEP-U, NYSE: BEP).

What to Look for in Q3 Results

By Roger S. Conrad on Oct. 12, 2020

Surging prices for anything to do with renewable energy, lagging valuations for virtually everything else: That’s the current state of affairs for the Utility Report Card coverage as companies gear up to release results for now finished Q3.

Waiting on a Value Rebound

By Roger S. Conrad on Sep. 8, 2020

Over the last 12 months, an investment in the Russell 1000 Growth Index has outperformed an identical stake in the Russell 1000 Value Index by more than 40 percentage points. That’s not just unprecedented outperformance. It’s unsustainable: Sooner or later, either value stocks will catch up with a strong rally, or growth will fall back.



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