Investing Topics: Electric Utilities
Earning Their Keep
By
Roger S. Conrad on
Feb. 14, 2015
There’s more to analyzing quarterly earnings than whether a company met Wall Street analysts’ consensus estimates. These regular check-ups provide useful insight into the health of our Portfolio holdings’ underlying businesses and their future growth prospects.
So Far, So good
By
Roger S. Conrad on
Feb. 10, 2015
Fourth-quarter earnings season rolls on; thus far, everything is as it should be for our Portfolio holdings.
Utility Stocks and the Burden of High Valuations
By
Roger S. Conrad on
Jan. 17, 2015
With the Dow Jones Utilities Average trading at an elevated valuation, investors shouldn't be afraid to take some profits off the table in their big winners.
Looking Back to Find the Way Forward
By
Roger S. Conrad on
Jan. 11, 2015
Our model Portfolios outperformed once again in 2014. Rather than rest on our laurels, we kick the tires on our winners and losers to determine whether they’re worth holding for 2015.
Market Currents: Key Trends to Drive Returns in 2015
By
Roger S. Conrad on
Jan. 10, 2015
The trends that shaped returns for essential-services stocks in 2014 should remain in play this year. Here’s how to profit.
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.
Challenges and Opportunities
By
Roger S. Conrad on
Dec. 7, 2014
We highlight the best buying opportunities in today’s market, including several names that trade at an unwarranted discount because of the severe downdraft in crude-oil prices.
Finding Value in the Utility Sector
By
Roger S. Conrad on
Nov. 26, 2014
My take on the last of our Model Portfolio holdings to report quarterly results and where to find value in the utility sector.
Read Headlines for Show, Follow the Numbers for the Dough
By
Roger S. Conrad on
Nov. 17, 2014
Washington brought plenty of sturm and drang last week, but it's still all about the earnings.
Utilities Enter the Spin Cycle
By
Roger S. Conrad on
Nov. 13, 2014
Expect more utilities to monetize assets and recycle capital by spinning off yieldcos and master limited partnerships.
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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