Investing Topics: Dividend Investing
Lessons from 2016 and Outlook for 2017
By
Roger S. Conrad on
Jan. 10, 2017
Two of our three model Portfolios outperformed the S&P 500 and Dow Jones Utility Average handily last year, while our aggressive picks lagged. We review what went right and what went wrong, with an eye toward refining our process.
Content is King When It Sits on the Right Throne
By
Roger S. Conrad on
Oct. 25, 2016
AT&T follows Comcast Corp’s example with a bold move into the content side of the business. Here’s our take on the deal and third-quarter earnings from some of our core Portfolio holdings.
Election 2016: What’s at Stake for Utility Stocks?
By
Roger S. Conrad on
Oct. 24, 2016
The upcoming gubernatorial elections could have important implications for utilities in these states.
AT&T and Verizon Communications Extend Their Reach
By
Roger S. Conrad on
Aug. 10, 2016
Some analysts have criticized recent acquisitions by AT&T and Verizon Communications as signs of weakness. We take a different view.
Learning from Earnings
By
Roger S. Conrad on
Jul. 30, 2016
A baker's dozen of our Portfolio holdings have reported second-quarter results. Here are our key takeaways.
Safety Lags in Risk-On Environment
By
Roger S. Conrad on
Jul. 10, 2016
When the risk-off trade inevitably comes back in vogue, expect this defensive master limited partnership to benefit from the flight to quality.
Momentum, MLPs and Mergers
By
Roger S. Conrad on
Jun. 12, 2016
Momentum has carried utility stocks to historically high valuations, limiting the number of attractive buying opportunities. Master limited partnerships have also rallied hard from their nadir in February, but stock selection will become increasingly important going forward.
In Transition
By
Roger S. Conrad on
Jun. 12, 2016
This Aggressive Income Portfolio holding stands to benefit from Australia's transition to clean energy.
Assets in All the Right Places
By
Roger S. Conrad on
Jun. 12, 2016
Investments in solar power, the electricity grid, pipelines and gas-fired power plants will drive earnings and dividend growth at this utility over the next five years.
Financing the Future of Energy
By
Roger S. Conrad on
Apr. 11, 2016
During the gold rush, companies that supplied the picks and shovels to the diggers reaped the biggest profits. And no “equipment” is more important to the development of America’s renewable-energy future than money.
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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