Portfolio Article
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.
Learnings from Earnings
By
Roger S. Conrad on
Aug. 14, 2017
Even in this late-stage bull market, savvy investors can still find bargains without making too many concessions to quality. You just need to know where to look.
A Dip, But No Dive
By
Roger S. Conrad on
Jul. 9, 2017
Does the Dow Jones Utility Average’s recent pullback mark the start of a reversion to the mean?
Distinguishing the Buys from the Sells
By
Roger S. Conrad on
Jun. 12, 2017
Despite lofty valuations in the utility sector, 16 of our Portfolio holdings still trade below our buy targets. We highlight some of our favorite opportunities for conservative and aggressive investors.
Strong First-Quarter Results, But Mind the Valuation Gap
By
Roger S. Conrad on
May. 14, 2017
Utility stocks offer exposure to strong underlying fundamentals, but historically elevated valuations mean that investors must stay disciplined.
Pick Your Prices and Your Stocks
By
Roger S. Conrad on
Apr. 15, 2017
With first-quarter earnings season around the corner, we explain how investors can tune out the noise and focus on what really matters.
Eyes on the Prize
By
Roger S. Conrad on
Mar. 12, 2017
Fewer than one in five stocks in our Utility Report Card trades below our value-based buy targets. Investors should stay disciplined and take their opportunities when they come.
An Eye on Washington and Two Eyes on Fourth-Quarter Earnings
By
Roger S. Conrad on
Feb. 12, 2017
Although interest rates and federal policies can affect the stock market and create challenges and opportunities, how companies have positioned themselves and how management teams react to changes ultimately shape investors’ returns.
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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