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Portfolio Article

An Eye on Washington and Two Eyes on Fourth-Quarter Earnings

By Roger S. Conrad on Feb. 12, 2017
Although interest rates and federal policies can affect the stock market and create challenges and opportunities, how companies have positioned themselves and how management teams react to changes ultimately shape investors’ returns.

Lessons from 2016 and Outlook for 2017

By Roger S. Conrad on Jan. 10, 2017
Two of our three model Portfolios outperformed the S&P 500 and Dow Jones Utility Average handily last year, while our aggressive picks lagged. We review what went right and what went wrong, with an eye toward refining our process.

Agility Test

By Roger S. Conrad on Dec. 11, 2016
Volatility defined this year’s action in utility stocks, giving agile investors an opportunity to juice their returns by buying and selling a bit more than usual.

Riding the Trump Trade

By Roger S. Conrad on Nov. 16, 2016
Our bet against utility stocks has continued to pay off, while the selloff in the sector has pulled prices closer to our value-based buy targets. Stay disciplined.

Stick with the Plan

By Roger S. Conrad on Oct. 11, 2016
The investment strategy we’ve pursued over the past several months has paid off thus far. And after the recent pullback in utility stocks, two of our longtime favorites once again trade below our value-based buy targets.

More Downside to Come?

By Roger S. Conrad on Sep. 12, 2016
The recent selloff in utility stocks has been a boon for our hedge position, but the sector still trades at historically elevated valuations. Investors should stick with our three-part game plan for navigating this challenging market.

Play It Cool

By Roger S. Conrad on Aug. 13, 2016
With utility stocks trading at lofty valuations in the latter stages of a bull market, investors should exercise caution.

Utility Stocks Run Hot

By Roger S. Conrad on Jul. 10, 2016
Traders continue to rotate into utility and telecom stocks because of their defensive qualities and above-average yields. But with more than half of our Portfolio holdings trading above our value-based buy targets, investors should exercise caution.

Aging Bull

By Roger S. Conrad on Jun. 11, 2016
Many of our Portfolio holdings have rallied hard over the past months, giving investors another opportunity to exit weaker names and take some profits off the table in their big winners.

Post-Earnings Strategy Session

By Roger S. Conrad on May. 8, 2016
We review our investment strategy in light of our macro outlook and key takeaways from first-quarter earnings.

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