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Portfolio Article

Abundant Bargains Abroad

By Roger S. Conrad on Oct. 4, 2014
Many of the stocks in the Aggressive Income Portfolio and Conservative Income Portfolio trade below our buy targets. And eight of my Top 10 DRIPs are also at ideal entry points. Some of the best buys right now are outside the US, largely because the greenback has surged against many currencies this year. Two factors support this strength: Slowing economic growth in China, which has pressured the currencies of commodity-exporting countries; and a US economy that has gained steam, enabling the Federal Reserve to rein in quantitative easing at a time when the European Central Bank plans to start buying bonds.

One to Cash Out, Three to Lock In

By Roger S. Conrad on Sep. 13, 2014
Although we prefer to buy and hold to build wealth over the long haul, we’re not averse to locking a big gain from time to time on momentum-driven names—especially in a five-year-old bull market.

Learning from Earnings

By Roger S. Conrad on Aug. 9, 2014

Our Portfolio holdings continue to post solid quarterly results. Even better, the market’s recent pullback gives us an opportunity to buy our favorites at appealing prices.

Six Values for an Aging Bull Market

By Roger S. Conrad on Jul. 9, 2014

At last count, more than half our Portfolio holdings traded above my buy targets. These are all great companies that will continue to build wealth for investors, but now is the time for discipline.

Finding Value in a Higher-Priced Market

By Roger S. Conrad on Jun. 6, 2014

Our Portfolios are a mixed bag in terms of their underlying businesses and growth drivers. But our holdings are on track for solid earnings and dividend growth over the long haul. These names don’t respond uniformly to changing business conditions or short-term market moves so diversification is key to reduce volatility.

Strong Earnings Promise Outsized Returns

By Roger S. Conrad on May. 2, 2014

Rising dividends are the essential fuel for higher stock prices. And nothing is more critical for payout growth than healthy, expanding businesses.

Dream Buy Prices and Fund Alternatives

By Roger S. Conrad on Apr. 5, 2014

The Conrad's Utility Investor Portfolios have beaten benchmark interest rates since I launched on July 31, 2013 - a clear sign my recommended dividend-paying stocks follow earnings, not interest rates. And with another round of earnings due later this month, all of our companies are set to prove their worth to investors again.

Focus on Objectives

By Roger S. Conrad on Mar. 7, 2014

Conrad's Utility Investor has three actively managed portfolios--Aggressive Income, Conservative Income and Top 10 Drips--each of which is tailored to a specific investment style and risk tolerance. We review each model portfolio's objective, book a 60 percent gain on one of our winners and shift one of our Conservative Income Portfolio holdings to the Aggressive Income Portfolio.

Portfolio: Results Fuel Returns

By Roger S. Conrad on Feb. 7, 2014

Buying stocks of strong companies at the lowest possible prices: That’s been my primary strategy thus far for the Conrad’s Utility Investor Portfolios.

This month, I’m adding two stocks to the Conservative Holdings.

Portfolio: Sticking To Sound Principles

By Roger S. Conrad on Jan. 10, 2014

Seek stocks of healthy and growing companies whose prospects exceed investor expectations. Then build a diversified and balanced mix you can hold long-term, to enjoy the rising cash flow and share price appreciation that growing dividends provide over time.

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