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Investing Topics: Electric Utilities

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.

Two to Buy

By Roger S. Conrad on Jun. 30, 2015
The recent pullback in dividend-paying stocks means that two of our favorites at attractive valuations. Both could experience more downside in the near term because of concerns about rising interest rates, but remain solid holdings for the long haul.

Balancing Act

By Roger S. Conrad on Jun. 7, 2015
Our Portfolio holdings continue to perform well as businesses—the key to long-run dividend growth and capital gains. Concerns about an uptick in interest rates create buying opportunities, but savvy investors should also play some defense.

Grappling with Externalities

By Roger S. Conrad on Jun. 7, 2015
Now that first-quarter earnings season has wrapped up, concern about rising interest rates has taken over as the primary near-term driver for dividend-paying stocks. Here’s how you can take advantage.

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.

Sifting through the Quarterly Data Dump

By Roger S. Conrad on May. 11, 2015
Each quarterly earnings season bring a deluge of data and insight. Here are some of our bigger-picture takeaways from the 193 companies in our Utility Report Card that have reported first-quarter results.

Portfolio Roundup

By Roger S. Conrad on May. 11, 2015
Quarterly earnings season is in full swing. Here’s how our Portfolio holdings fared.

SolarCity Corp: Sun-Dazed Investors Get Burned

By Roger S. Conrad on Mar. 9, 2015
SolarCity Corp has become the face of solar power in the US. But a charismatic CEO and disruptive business model aren't enough to paper over the company's dismal financial results.

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ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b