Investing Topics: Electric Utilities
Utilities Sell Equity at the Right Time and for the Right Reasons
By
Roger S. Conrad on
Aug. 26, 2016
The recent spate of equity issuance is yet another sign of frothy valuations in the utility sector, but these moves set the stage for future growth. Investors should bide their time and wait for a pullback to buy our favorite utility stocks.
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.
Deals, Deals, Deals (and Earnings)
By
Roger S. Conrad on
Jul. 25, 2016
We share our take on the latest deal flow involving companies in our Utility Report Card, the first earnings of the season and hedging against potential downside in utility stocks.
SolarCity and Tesla Motors: Steer Clear of These Kissing Cousins
By
Roger S. Conrad on
Jul. 21, 2016
The proposed combination of SolarCity and Tesla Motors amounts to little more than a bailout of the fatally flawed renewable-energy company.
Post-Earnings Strategy Session
By
Roger S. Conrad on
May. 8, 2016
We review our investment strategy in light of our macro outlook and key takeaways from first-quarter earnings.
Stay Focused
By
Roger S. Conrad on
May. 8, 2016
The recent rally in utility stocks has pushed valuations to elevated levels and lowered dividend yields. We explain our strategy for navigating this environment.
More Deals on the Horizon for Exelon?
By
Roger S. Conrad on
Apr. 19, 2016
Exelon Corp finally closed its acquisition of Pepco Holdings. Could another deal be in the utility's future?
Electric Vehicles, Electric Utilities, Yieldcos and Junk Bonds
By
Roger S. Conrad on
Apr. 12, 2016
The hubbub surrounding the unveiling of Tesla Motors’ Model S has resulted in a bumper crop of articles about the ascendancy of electric vehicles and reduced demand for fossil fuels. These headlines attract eyeballs, but they don’t necessarily shed light on the best opportunities for investors who want to profit from the long-run success of electric vehicles.
Three-Step Investment Program for a Choppy Market
By
Roger S. Conrad on
Apr. 11, 2016
With utility stocks trading at frothy valuations, investors should consider taking some profits off the table in their big winners and exiting any higher-risk names to raise dry powder for future buying opportunities.
The Case for Utility Stocks
By
Roger S. Conrad on
Mar. 22, 2016
Utility stocks offer exposure to underappreciated growth drivers.
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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