Portfolio Article
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.
Focus on Strategy
By
Roger S. Conrad on
Mar. 10, 2016
Utilities take the crown as the S&P 500’s top-performing sector this year, with the group generating a total return of 10.5 percent. Much of this strength reflects the appeal of utilities’ resilient cash flow and generous dividends, qualities that make the sector a good place for investors to hide out in uncertain times. But every stock takes a hit in a bear market; savvy investors should bide their time and wait for valuations to improve.
Utility Report Card: Coverage Update
By
Roger S. Conrad on
Feb. 7, 2016
This month, we’ve dropped six oil and gas producers from the Utility Report Card because these names have little in common with the utility stocks at the core of our investment strategy, aside from paying (or formerly paying) dividends.
Time to High-Grade
By
Roger S. Conrad on
Feb. 7, 2016
In a bear market, the weaklings always suffer the most. Investors should reduce risk, consider taking profits on any names that have rallied to unsustainable valuations and keep an eye out for opportunities to add to or establish positions in high-quality names.
New Year, Time-Tested Strategy
By
Roger S. Conrad on
Jan. 11, 2016
By most measures, last year was a difficult time for income-seeking investors, as anticipation of the Federal Reserve’s first rate hike since 2006 weighed on sentiment toward dividend-paying stocks. Here’s our strategy for 2016.
All Eyes on 2016
By
Roger S. Conrad on
Dec. 6, 2015
With only a few weeks remaining in 2015, time is running out for utility stocks to avoid their first down year after exiting January in the green since 1987. We review our macro outlook, highlight a handful of stocks we’d consider adding to our model Portfolios on a pullback and revisit some of our losers.
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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