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Portfolio Article

Portfolio Strategy: Bedrock for Unsteady Times

By Roger S. Conrad on Nov. 11, 2018
Third quarter 2018 results are now in for all but a handful of the 200 plus coverage universe stocks. That also includes all Conrad’s Utility Investor Portfolio companies except Amerigas Partners (NYSE: APU), which reports next week. I highlight analysis of key numbers and guidance in Utility Report Card. Readers can access either on the website under the “Portfolios” tab, or by simply printing out the accompanying PDF with your issue.

Portfolio Strategy: Stocks Not Sectors Are The Right Bet In Q4

By Roger S. Conrad on Oct. 9, 2018
So far, 2018 has been a good year for the stock market, interest rates and oil prices for the same reason: An already robust US economy that’s been at least temporarily turbo-charged by massive corporate tax cuts.

Portfolio Strategy: Time for High Grading

By Roger S. Conrad on Sep. 9, 2018
It’s hard not to be cheered by this week’s strong news on US employment. Unfortunately, it takes a lot of strong portents to keep up with lofty investor expectations in year 10 of this historic bull market. And there’s no shortage of potential pitfalls to trigger reversals.

Portfolio: What’s Important From Q2 Earnings

By Roger S. Conrad on Aug. 11, 2018
Whether your primary investment objective is income, safety, capital growth or short-term gains, earnings reporting season is where the rubber meets the road. For traders, market reaction is what’s most important. For investors in our three Conrad’s Utility Investor model portfolios, it’s the actual numbers and guidance that determine whether companies are still on the right track, and therefore if we want to stick with them.

Picking Your Spots in Choppy Times

By Roger S. Conrad on Jul. 3, 2018
We’re at the halfway mark for 2018. And so far, it’s been an almost completely flat performance for the CUI model portfolios. Including dividends, our Conservative Holdings are lower by -2.2 percent. Aggressive Holdings are underwater by -1.5 percent and the Top 10 DRIPs are down by -1.2 percent.

Strategy: The Art of Buying Low

By Roger S. Conrad on Jun. 11, 2018
Everyone wants to buy low and sell high. But in practice many investors do the opposite, particularly with daily stock market trading dominated by exchange traded funds and algorithmic investment strategies. For us, this means opportunity. Specifically, we’re able to buy high quality essential services companies at the lowest valuations in many months.

Compelling Opportunities For Dangerous Times

By Roger S. Conrad on May. 6, 2018

Depending on what you own, this might not feel like much of a rally. But the Dow Jones Utility Average closed this week up nearly 10 percent from its early February lows. And while the Average is still nearly -10 percent below the all-time high reached in mid-November, at three months and counting the uptrend is getting investors’ attention.

Bargain Hunters, Mount Up!

By Roger S. Conrad on Apr. 13, 2018
The utility sector and other essential-service stocks have come under pressure from several headwinds this year, resulting in a less-than-stellar performance for our model portfolios. On the plus side, bargains abound for savvy investors.

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.

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