Issue No 145 | August 11, 2025
Q2 earnings results and guidance updates are all in for CUI Portfolio recommendations—as well as for most of the Utility Report Card coverage universe.
The big takeaway: The best in class are not just crushing it as businesses. But they’re setting up for even better to come over the next few years.
Not every utility stock I track has made money so far in 2025. But the average return for stocks of the 41 companies represented in the portfolios is 13.4 percent, well ahead of the Big Tech burdened S&P 500 year to date.
Utilities are providing the “picks and […]
MORE ARTICLES FROM THE ISSUE
Utilities: This Investment Boom’s Just Getting Started
Investment plus regulatory support and affordable capital equals earnings and dividend growth—and ultimately higher stock prices. That’s the basic value proposition for utilities and other essentia [...]
What You Need to Know About Q2 Numbers
There’s more than one way to invest successfully. But if you’re after a portfolio of dividend paying companies that will consistently appreciate, earnings reporting season is always where the rubber m [...]
More Telecom Dividend Cuts Ahead
For years, stable revenue from quasi monopolies made telecommunications companies a reliable source of dividends for income investors. No longer. AT&T Inc’s (NYSE: T) -46.5 percent cut in early [...]
Next Issue Date: September 8, 2025
Put Roger’s wealth of experience to work for your portfolio.
Roger Conrad has committed his entire professional life to uncovering the best investment opportunities in the utility sector. Roger loves the industries he covers and never stops digging, never stops learning. Roger has never strayed from his mission of delivering the best stocks for investors seeking reliable income.
About Roger S. 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 built his reputation with Utility Forecaster, a publication he founded more than 20 years ago that The Hulbert Financial Digest routinely ranked as one of the best investment newsletters. He’s also a sought-after expert on master limited partnerships (MLP) and former Canadian royalty trusts.
In April 2013, Roger reunited with his long-time friend and colleague, Elliott Gue, becoming co-editor of Energy & Income Advisor, a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector.
Although the masthead may have changed, readers can count on Roger to deliver the same high-quality analysis and rational assessment of the best dividend-paying utilities, MLPs and dividend-paying Canadian energy names.
A Message from Roger S. Conrad
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