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Portfolio Article

Time to Buy, Judiciously 

By Roger S. Conrad on Mar. 5, 2018
The pullback in utility stocks has weighed on our overall returns, but this retrenchment means that all but a small handful of our Portfolio holdings trade below our buy targets. Investors who followed our lead and took partial profits over the summer should have plenty of dry powder.

Where Do We Go from Here?

By Roger S. Conrad on Feb. 4, 2018
Volatility creates opportunity. We review our three-part investment strategy for the current market.

A Year of Dangers and Opportunities

By Roger S. Conrad on Jan. 8, 2018
The Conrad’s Utility Investor model portfolios turned in a strong performance last year. We review our strategy and how we plan to keep the streak going in 2018.

Year-End Housekeeping

By Roger S. Conrad on Dec. 10, 2017
With 2017 winding down, investors’ focus naturally shifts to portfolio maintenance and positioning for the new year. We review our big winners for potential profit-taking and our few laggards for tax-loss selling.

Learnings from Earnings: Upgrades and Downgrades

By Roger S. Conrad on Nov. 14, 2017
Most of the names in our Utility Report Card have reported third-quarter results, with a quartet of Portfolio holdings earning higher buy targets after surprising to the upside or announcing key company-specific developments.

A Handful of Upgrades

By Roger S. Conrad on Oct. 8, 2017
Company-specific developments warrant higher buy targets for a trio of our Portfolio holdings.

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.



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