Investing Topics: Electric Utilities
Looking for Profits? Focus on Policy, Not Politics
By
Roger S. Conrad on
Nov. 9, 2014
Partisan politics are as old as the republic itself. But when it comes to making investment decisions, focus on policy and leave your own biases behind.
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.
Politics and Utilities
By
Roger S. Conrad on
Oct. 27, 2014
Gubernatorial races are of paramount importance for utilities because governors appoint regulators in most states. Here's a quick roundup of what's at stake.
Third-Quarter Earnings Season Kicks Off
By
Roger S. Conrad on
Oct. 24, 2014
Although falling crude-oil prices have dominated the financial headlines, third-quarter earnings season is under way.
Unconventional Investing for the Win
By
Roger S. Conrad on
Oct. 14, 2014
Conventional wisdom holds that October is a dangerous month for stocks, which means that investors must think unconventionally to get ahead.
Utilities Navigate Energy Politics
By
Roger S. Conrad on
Sep. 24, 2014
The People's Climate March near New York City's Central Park, and other demonstrations around the country remind us that energy companies must navigate environmental politics skillfully in order to thrive. Upcoming elections will bring many issues up for debate and make keeping an eye on politics and policy matters critical.
Scottish Independence and Other Wild Cards
By
Roger S. Conrad on
Sep. 13, 2014
Utility investors shouldn't lose any sleep over Scotland's push for independence.
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.
Big Doings in the Utility Sector
By
Roger S. Conrad on
Sep. 13, 2014
We book an almost 55 percent gain on Consolidated Communications, highlight our best buys in the current market and explore some of the biggest trends driving returns in the essential-services space.
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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