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Investing Topics: Endangered Dividends

Squeezing The Yield Shorts

By Roger S. Conrad on Feb. 8, 2014

Not every buy and hold investor has the savvy and steady temperament to be as successful as Warren Buffett. Similarly, not every short seller is insightful and nimble enough to match Jim Chanos’ storied success.

Follow The Money To Dividend Growth

By Roger S. Conrad on Feb. 7, 2014

With large financial institutions and exchange-traded funds (ETFs) dominating daily trading, markets are as volatile as ever.

Fortunately, the key to success in utilities and essential services is the same as it’s been for more than a century: Spotting where investment will earn a fair return, and following the money to a rising stream of dividends.

FirstEnergy’s Cut Unlikely To Repeat

By Roger S. Conrad on Jan. 24, 2014

This week, FirstEnergy Corp (NYSE: FE) announced the first electric utility dividend cut for 2014. Fortunately, it’s likely to be the last as well.

Dividends in Danger

By Roger S. Conrad on Jan. 10, 2014

Nothing destroys shareholder value like a dividend cut. Investors should steer clear of these names.

Surviving the Taper Trade

By Roger S. Conrad on Dec. 3, 2013

Barring a real financial earthquake, this will be the ninth year of rising interest rates since 1992.

2013 will also be the eighth of those nine that utilities and other dividend paying stocks finished in the black. The only exception was 1994, when deregulation fears upended electricity and communications.

Utilities also rose eight years when rates fell. All their biggest declines, however, were during years of falling interest rates, particularly 2008.

Utility stock prices ultimately reflect the health of underlying companies. Stocks of financially healthy companies with growing dividends always move higher. But when an economic calamity brings interest rates lower quickly, they can drop in a hurry.

NRG Reports Q3, Dividend Stocks Strengthen

By Roger S. Conrad on Nov. 18, 2013

Taper talk is heating up again as Federal Reserve Chairman-in-waiting Janet Yellen’s fate is debated on Capitol Hill. Rate hike speculation, however, is having much less impact on essential services stocks than it did this past spring. And one big reason is strong third quarter results.

What’s Rate Sensitive and What’s Not

By Roger S. Conrad on Nov. 15, 2013

Taper talk is rife again in the financial media. And the all-too-familiar consensus is still that the Federal Reserve will abandon cheap money in the near future, driving up interest rates and sending dividend-paying stocks plummeting.

How To Beat the Shorts at Their Own Game

By Roger S. Conrad on Nov. 8, 2013

Don’t hold your breath waiting for an official retraction. But after the past few days’ events, arguments made by Hedgeye and Barron’s against oil and gas producer master limited partnerships are effectively in tatters.

Real Trend Hunting: Watch Earnings

By Roger S. Conrad on Nov. 1, 2013

Real industry trends don’t spontaneously occur. They’re forged on the ground by what companies are actually doing. And you spot them by focusing on individual companies’ results, and aggregating your findings.

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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