Investing Topics: Aggressive Income
Q2 Results All In: Here’s News to Use
By
Roger S. Conrad on
Aug. 14, 2018
All Conrad’s Utility Investor Portfolio companies have now reported calendar second quarter results and updated their guidance, and all but TerraForm Power (NSDQ: TERP) are highlighted in the August issue Utility Report Card.
Telefonica: Deep Value Returning to Growth
By
Roger S. Conrad on
Jul. 3, 2018
Shares of Aggressive Holding Telefonica SA (Spain: TEF, NYSE: TEF) have been hit this year by a weakened Euro/US dollar exchange rate and concern about the health of emerging markets. The company garners roughly half its revenue from South America, including Brazil.
Post-Issue Earnings Edition
By
Roger S. Conrad on
May. 14, 2018
Another quarter of the companies in our coverage universe have reported calendar first quarter earnings. The Utility Report Card has our updated comments on the results, as well as payout ratios, Quality Grades, trading advice and other information.
Refocused on Growth
By
Roger S. Conrad on
Nov. 7, 2015
This company is poised for growth after divesting a money-losing business.
Second-Quarter Earnings Thus Far
By
Roger S. Conrad on
Aug. 6, 2015
Second-quarter earnings season is in full swing. Here's how our Portfolio holdings have fared.
Key Themes for the Second Half of 2015
By
Roger S. Conrad on
Jul. 12, 2015
The utility sector is a mixed bag right now: Some stocks remain at elevated valuations and look ripe for profit-taking; others look like good buys for opportunistic investors.
Strategy Review
By
Roger S. Conrad on
Jul. 12, 2015
Heading into earnings season, we expect most of our Portfolio holdings to post solid second-quarter results. Nevertheless, the macro backdrop suggests that investors should take some profits off the table in their big winners and take advantage of any pullbacks to buy high-quality names.
On the Verge of Great Things
By
Roger S. Conrad on
Jun. 7, 2015
Further clarity on potential drop-down transactions could provide a major upside catalyst for this turnaround story.
Sifting through the Quarterly Data Dump
By
Roger S. Conrad on
May. 11, 2015
Each quarterly earnings season bring a deluge of data and insight. Here are some of our bigger-picture takeaways from the 193 companies in our Utility Report Card that have reported first-quarter results.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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