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Portfolio Article

Finding Value in an Overbought Market

By Roger S. Conrad on Sep. 10, 2017
The Dow Jones Utility Average hit a new all-time high this month, but pockets of value still exist in our coverage universe.

Learnings from Earnings

By Roger S. Conrad on Aug. 14, 2017
Even in this late-stage bull market, savvy investors can still find bargains without making too many concessions to quality. You just need to know where to look.

A Dip, But No Dive

By Roger S. Conrad on Jul. 9, 2017
Does the Dow Jones Utility Average’s recent pullback mark the start of a reversion to the mean?

Distinguishing the Buys from the Sells

By Roger S. Conrad on Jun. 12, 2017
Despite lofty valuations in the utility sector, 16 of our Portfolio holdings still trade below our buy targets. We highlight some of our favorite opportunities for conservative and aggressive investors.

Strong First-Quarter Results, But Mind the Valuation Gap

By Roger S. Conrad on May. 14, 2017
Utility stocks offer exposure to strong underlying fundamentals, but historically elevated valuations mean that investors must stay disciplined.

Pick Your Prices and Your Stocks

By Roger S. Conrad on Apr. 15, 2017
With first-quarter earnings season around the corner, we explain how investors can tune out the noise and focus on what really matters.

Eyes on the Prize

By Roger S. Conrad on Mar. 12, 2017
Fewer than one in five stocks in our Utility Report Card trades below our value-based buy targets. Investors should stay disciplined and take their opportunities when they come.

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.

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