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Executive Summary

Keeping our Balance

By Roger S. Conrad on Dec. 7, 2014

The stock market has dished out windfall gains and waterfall declines of late, thanks in part to all the upheaval in the energy sector.

Fortunately, we’ve enjoyed our share of hefty returns and have experienced only limited downside.

Our latest windfall came when NextEra Energy (NYSE: NEE) made Aggressive Income Portfolio holding Hawaiian Electric Industries (NYSE: HE) a takeover offer that the latter couldn’t refuse.

The solid performance posted by shares of regulated utilities this fall has been a welcome contrast to the wild action in the energy sector and has kept our Portfolio returns solidly in the black.

Conrad's Utility Investor

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What sets renowned income-investing expert Roger Conrad apart from the pretenders? His more than two decades of covering utility stocks and essential services—a wealth of knowledge and experience that you can’t find anywhere else.   

Smart investing. Taking advantage of real opportunities and not fads (and knowing the difference). Finding the companies and stocks that will deliver for the long haul, so investing lets you live instead of investing turning into your life. Roger Conrad has dedicated his career to these principles—and that’s what Conrad's Utility Investor delivers.

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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