Investing Topics: Aggressive Income
Three Keys for Successful Investing in the New Year
By
Roger S. Conrad on
Jan. 3, 2015
Our Model Portfolios in Conrad's Utility Investor outperformed in 2014. Here are the three keys we'll focus on in 2015 to keep the momentum going.
Discounted Renewable Energy
By
Roger S. Conrad on
Dec. 7, 2014
Bargains have started to appear in the formerly red-hot yieldco universe, thanks to the mistaken assumption that these names face the same headwinds as First Solar (NSDQ: FSLR) and other component manufacturers.
The Power of Low Expectations
By
Roger S. Conrad on
Nov. 7, 2014
Brazil's largest electric utility has taken a beating. But its bargain-basement valuation means it won't take much good news to send this aggressive bet higher.
The Third-Quarter Earnings Train Keeps Rolling
By
Roger S. Conrad on
Nov. 4, 2014
Third-quarter earnings season is in full swing. We analyze the latest batch of results from the holdings in our Model Portfolios.
11/03/14: Closing Our Seasonal Trade and A New Portfolio Addition
By
Roger S. Conrad on
Nov. 3, 2014
A month into our seasonal bet on broad strength in the utilities sector, we book a 15.3 percent gain on ProShares Ultra Utilities and add a new stock to our Aggressive Income Portfolio.
Chevron Corp: The Next 1,000 Percent
By
Roger S. Conrad on
Oct. 4, 2014
Top 10 DRIPs Portfolio holding Chevron Corp has rewarded investors with steady gains for the last two decades.
09/19/14: The Turnaround Continues
By
Roger S. Conrad on
Sep. 19, 2014
Our top turnaround play for 2014 continues to reward our faith.
MDU Resources Group: Bakken Bet is Cheap Again
By
Roger S. Conrad on
Sep. 13, 2014
West Texas Intermediate crude oil has slipped to $93 a barrel, its lowest price in two years, and producers in North Dakota’s prolific Bakken Shale part with their output for less than $88 a barrel.
But not even $70 oil would derail growth for our favorite bet on the Bakken Shale.
Elections and Short Sellers
By
Roger S. Conrad on
Aug. 9, 2014
While the partisan battle for the US Senate this November makes headlines, the real action for investors is in the gubernatorial elections.
Winning governors will appoint state regulators, who set policy for everything from mega-mergers and customer rates to carbon dioxide emissions. Much will depend on what happens in the six states where incumbents look vulnerable: Connecticut, Georgia, Hawaii, Illinois, Kansas and South Carolina.
Picking the best opportunities to bet against short sellers helped us to book a 52 percent gain in Windstream Holdings (NSDQ: WIN) and a 58.2 percent profit on Enel (Milan: ENEL, OTC: ENLAY). We expect our latest addition to the Aggressive Income Portfolio to also confound short sellers and reward us with solid returns.
CenturyLink: The Next Telecom Short Squeeze
By
Roger S. Conrad on
Aug. 9, 2014
We booked a 52% gain on Windstream Holdings (NSDQ: WIN). Now it's CenturyLink's (NYSE: CTL) turn to prove the skeptics wrong.
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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