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Portfolio Article

Making Calculated Moves

By Roger S. Conrad on Aug. 11, 2015
In the second half of 2015, our investment strategy remains focused on the long term and opportunistic in the near term.

Strategy Review

By Roger S. Conrad on Jul. 12, 2015
Heading into earnings season, we expect most of our Portfolio holdings to post solid second-quarter results. Nevertheless, the macro backdrop suggests that investors should take some profits off the table in their big winners and take advantage of any pullbacks to buy high-quality names.

Balancing Act

By Roger S. Conrad on Jun. 7, 2015
Our Portfolio holdings continue to perform well as businesses—the key to long-run dividend growth and capital gains. Concerns about an uptick in interest rates create buying opportunities, but savvy investors should also play some defense.

Portfolio Roundup

By Roger S. Conrad on May. 11, 2015
Quarterly earnings season is in full swing. Here’s how our Portfolio holdings fared.

Life in the Spotlight

By Roger S. Conrad on Apr. 5, 2015
We examine how the stocks picked for each month’s Conservative and Aggressive Spotlights have fared since Conrad’s Utility Investor launched in August 2013, kicking the tires on a few underperformers and highlighting names that could be ripe for taking a partial profit.

The 10 Percent Club

By Roger S. Conrad on Mar. 7, 2015
Fears of rising interest rates have given traders an excuse to take profits on utility stocks after last fall’s big run-up. Investors with a longer time horizon have ample opportunity buy the high-quality names in our 10 Percent Club, a distinguished group of essential-services stocks that offer a compelling combination of current yield and potential dividend growth.

Earning Their Keep

By Roger S. Conrad on Feb. 14, 2015
There’s more to analyzing quarterly earnings than whether a company met Wall Street analysts’ consensus estimates. These regular check-ups provide useful insight into the health of our Portfolio holdings’ underlying businesses and their future growth prospects.

Looking Back to Find the Way Forward

By Roger S. Conrad on Jan. 11, 2015
Our model Portfolios outperformed once again in 2014. Rather than rest on our laurels, we kick the tires on our winners and losers to determine whether they’re worth holding for 2015.

Crude Oil and Our Model Portfolios

By Roger S. Conrad on Dec. 7, 2014
The precipitous drop in crude-oil prices continues to roil the market. Here’s the latest on our Portfolio holdings in the energy sector.

Sweet 16

By Roger S. Conrad on Nov. 9, 2014
Sixteen Portfolio holdings have reported quarterly earnings since the Nov. 4 Utility Roundup. Here’s our take.

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