Portfolio Article
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.
A Year of Dangers and Opportunities
By
Roger S. Conrad on
Jan. 8, 2018
The Conrad’s Utility Investor model portfolios turned in a strong performance last year. We review our strategy and how we plan to keep the streak going in 2018.
Year-End Housekeeping
By
Roger S. Conrad on
Dec. 10, 2017
With 2017 winding down, investors’ focus naturally shifts to portfolio maintenance and positioning for the new year. We review our big winners for potential profit-taking and our few laggards for tax-loss selling.
Learnings from Earnings: Upgrades and Downgrades
By
Roger S. Conrad on
Nov. 14, 2017
Most of the names in our Utility Report Card have reported third-quarter results, with a quartet of Portfolio holdings earning higher buy targets after surprising to the upside or announcing key company-specific developments.
A Handful of Upgrades
By
Roger S. Conrad on
Oct. 8, 2017
Company-specific developments warrant higher buy targets for a trio of our Portfolio holdings.
Finding Value in an Overbought Market
By
Roger S. Conrad on
Sep. 10, 2017
The Dow Jones Utility Average hit a new all-time high this month, but pockets of value still exist in our coverage universe.
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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