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Portfolio Article

What to Look for in Q3 Results

By Roger S. Conrad on Oct. 12, 2020

Surging prices for anything to do with renewable energy, lagging valuations for virtually everything else: That’s the current state of affairs for the Utility Report Card coverage as companies gear up to release results for now finished Q3.

Waiting on a Value Rebound

By Roger S. Conrad on Sep. 8, 2020

Over the last 12 months, an investment in the Russell 1000 Growth Index has outperformed an identical stake in the Russell 1000 Value Index by more than 40 percentage points. That’s not just unprecedented outperformance. It’s unsustainable: Sooner or later, either value stocks will catch up with a strong rally, or growth will fall back.

Resiliency Key in a Rising but Vulnerable Market

By Roger S. Conrad on Aug. 10, 2020

Q2 results and guidance updates are in for roughly nine in ten companies in our Utility Report Card coverage universe. And they’re in for 35 of the 40 represented in the Model Portfolios. I’ll send an Alert if the view changes for the handful left to report.

Portfolio Strategy: What to Watch in Q2 Results

By Roger S. Conrad on Jul. 10, 2020

Q2 earnings reporting season is coming up fast. And while no one is projecting blockbuster gains, certain baseline expectations must be met, and preferably beaten. Regulated utilities with posted earnings guidance offer the easiest benchmarks for gauging progress. Those updating in the past month offer the best odds of avoiding nasty surprises, always key to dodging downside.

Rising Markets and Higher Risks

By Roger S. Conrad on Jun. 9, 2020

Stocks’ recovery since late March looks a lot more like a “V” than it did a month ago. And after breaking through resistance this month, the S&P 500 is now just 6.3 percent from making a new all-time high.

Utility stocks have also perked up lately. As a group, they’ve lagged since mid-April. Nonetheless, we’ve seen some spectacular recoveries among Portfolio holdings.

Portfolio Strategy: Informing Strategy with Results

By Roger S. Conrad on May. 11, 2020

Most CUI Portfolio stocks have run in place since the April issue. But the past month has been far from uneventful, with 34 of 38 recommended companies reporting their first results and guidance updates since COVID-19 fallout hit the scene.

Dividend Investing in Dangerous Times

By Roger S. Conrad on Apr. 13, 2020

Since the March issue, I’ve sent Conrad’s Utility Investors readers three action Alerts. Throw in the three Income Insights and two Utility Roundups and that’s quite a bit of extra homework.

Some Buys Emerge But Valuations Still High

By Roger S. Conrad on Mar. 10, 2020

A sharp run up to new all-time highs, followed by a steep one-week plunge that’s leveled off for now between the high and low: That’s where the Dow Jones Utility Average has travelled since the February issue posted.

Bellwethers: Informing Strategy with Earnings

By Roger S. Conrad on Feb. 10, 2020

n the early stages of a bull market, it doesn’t matter so much when you buy but what. The key is load up on high quality stocks that are weathering the relevant economic and sector stress test.

Portfolio Strategy for a (Likely) More Challenging Year

By Roger S. Conrad on Jan. 12, 2020

In investing, it’s common for good years to follow good years, and great years often follow average or poor ones. But historically great years like what we’ve just enjoyed at Conrad’s Utility Investor rarely if ever come back to back.



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