Investing Topics: Electric Utilities
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.
Strong Business, Weak Currency
By
Roger S. Conrad on
Feb. 14, 2015
Let the currency headwinds blow; this Australian utility continues to deliver the goods as a business.
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.
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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