Investing Topics: Conservative Income
Seeking Dividend Champions: Don’t Settle for Less
By
Roger S. Conrad on
Aug. 21, 2018
This week, Barron’s “5 Dividend Standouts,” asserted that “finding stocks with both attractive yields and strong dividend growth isn’t easy.” But I take issue with the article’s implication that individual investors can’t find stocks with generous and growing dividends on their own when there are 8 rock-solid, buy-rated essential services stocks in our Conservative Income Portfolio right now, yielding an average of 6 percent.
AT&T: Merging Network with Media
By
Roger S. Conrad on
Jul. 3, 2018
AT&T Inc’s (NYSE: T) court victory over the U.S. Department of Justice last month was as complete as any anti-trust ruling in memory. In fact, Judge Richard Leon actually warned government lawyers not to appeal and face certain failure.
The Case for Utility Stocks
By
Roger S. Conrad on
Mar. 22, 2016
Utility stocks offer exposure to underappreciated growth drivers.
Kind of a Big Deal
By
Roger S. Conrad on
Jan. 11, 2016
After closing a big deal, this Northeast utility has the financial wherewithal and opportunity set to drive annual dividend growth of 10 percent in coming years.
Turning the Corner
By
Roger S. Conrad on
Aug. 8, 2015
With a return to dividend growth just around the corner, this undervalued utility is a great buy.
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.
Resolving Challenges, Investing in Growth
By
Roger S. Conrad on
Jul. 10, 2015
This utility recently doubled its rate of quarterly dividend growth, but the stock is still down 10 percent on the year. Smart investors should take advantage of this opportunity.
Steady as She Goes
By
Roger S. Conrad on
Jun. 6, 2015
A laundry list of growth projects provides a high level of visibility to this high-quality utility's cash flow and dividend growth.
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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