• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Reports

Telecom: Get Big or Go Home

By Roger S. Conrad on May. 13, 2019

Sweet yields can bring sour consequences. That’s a lesson I learned once again, after recommending high yielding CenturyLink Inc (NYSE: CTL) a couple of months ago.
The company was on the Endangered Dividends List for shrinking revenue. Nonetheless, hefty free cash flow and attractive broadband assets convinced me the dividend could be maintained. In fact, that’s what management asserted right up until it announced a 54 percent dividend cut on February 13.

Riding the Electric Utility Renaissance

By Roger S. Conrad on May. 13, 2019

Over four decades from the mid-1960s through the mid 2000s, US electricity demand more than quadrupled. Since the Financial Crisis of 2008, however, consumption has basically flat-lined.

Since electric utilities make their living generating and distributing electricity, it would be reasonable to assume this is bad news. The truth is the sector’s health and growth prospects have never been better.

Inside EEI 2018: Post-Conference Report

By Roger S. Conrad on Nov. 16, 2018
Every year about this time, I attend the Edison Electric Institute’s Annual Financial Conference. It’s an invaluable opportunity to gain investing insights from unmatched access to industry executives, vendors, credit raters and institutional analysts.

Top Sector Picks for 2019-2020

By Roger S. Conrad on Nov. 8, 2018

2018 has been a good year for the stock market, interest rates and oil prices for the same reason: An already robust US economy that’s been at least temporarily turbo-charged by massive corporate tax cuts.

Better Than Oil: The Most Essential Resource

By Roger S. Conrad on Nov. 8, 2018

For most of our nation’s history, Americans have taken access to cheap, abundant water supplies for granted. In fact, most of us still do, unless you live in particularly parched areas of the US Southwest and California. As our population has grown, however, so have the stresses and strains on America’s water supplies. Even in areas of heavy rainfall, the quality of drinking water from reservoirs, aquifers, rivers and other sources is increasingly threatened by air, water and waste pollution.

Disrupting our World – Turning Peril to Profit

By Roger S. Conrad on Nov. 6, 2018
Growth and Income for the Long-Term The demise of General Electric (NYSE: GE) is a shocking reminder that even 100-year-old institutions can face crises that threaten their very survival.

Want to Cash in on 5G? The Biggest Winners are also the World’s Cheapest Stocks

By Roger S. Conrad on Aug. 7, 2018
Over the last 20 years, Verizon Communications (NYSE: VZ) has transformed from a regional local phone monopoly to America’s leading wireless and broadband communications company. Sales have more than quadrupled to upwards of $130 billion, greater than the GDP of all but 58 countries. Cash flow is also four times greater and free cash flow generation of nearly $17 billion is eight times more.

The 9 Best and 9 Worst Essential Services Stocks for 2018-19

By Roger S. Conrad on Aug. 7, 2018
The Dow Jones Utility Average’s first half 2018 return was half of a percentage point including dividends. That’s not bad considering utilities’ generally solid performance of the previous two years up to the all-time highs reached in mid-November of 2017. In addition, many sector leaders opened the year trading at stratospheric valuations, just as concerns about rising interest rates and the impact on earnings from the president’s corporate tax cuts and tariffs started to percolate.

Electric Gold: Your Antidote to Retirement Insecurity

By Roger S. Conrad on Aug. 7, 2018
The US electric system is in the early stages of a dramatic transformation that will launch a new wave of applications, cut costs by improving efficiency, enhance system reliability and improve air and water quality. Regulated utilities are the primary drivers of these changes. Their success is already enriching shareholders with accelerating dividend growth and robust total returns, what I call the ultimate antidote to retirement insecurity.

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