Portfolio Article
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.
Three-Step Investment Program for a Choppy Market
By
Roger S. Conrad on
Apr. 11, 2016
With utility stocks trading at frothy valuations, investors should consider taking some profits off the table in their big winners and exiting any higher-risk names to raise dry powder for future buying opportunities.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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