A defensive reputation at a time when most investors are reaching for growth rather than income, concern about interest rates and inflation, heavy indexing to “green” stock indexes that faltered this spring and an unexpectedly severe winter storm that triggered a natural gas price spike.
All contributed to the underperformance of utilities and essential services stocks in first half 2021. The Dow Jones Utility Average’s return is positive so far at 2.97 percent, but badly lags the S&P 500’s 15.18 percent.
The silver lining is there are more companies in the Utility Report Card trading at good entry points than at any time since spring 2020. And strengthening underlying businesses have greatly cut risks of ownership as well.
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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.
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
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Warning: Falling Dividends.
Roger's current take and vital statistics on more than 200 essential-services stocks.