Investing Topics: Fixed Income
A Trip to the Big-Yield Store
By
Roger S. Conrad on
Mar. 5, 2018
Like a moth to a flame, income-seeking investors often gravitate toward the biggest yields; all too many end up getting burned.
Fixed-Income Update
By
Roger S. Conrad on
Jan. 9, 2018
We continue to leverage our expertise in the utility sector and other essential-service industries to uncover opportunities for our small basket of fixed-income securities. In this update, we highlight four new bond ideas and cash out of one of our existing positions.
Green Bonds And Utilities
By
Roger S. Conrad on
Apr. 24, 2017
The growing popularity of green bonds creates opportunities for savvy investors and can help utilities to reduce their cost of capital.
The Search for Yield
By
Roger S. Conrad on
Apr. 15, 2017
With many utility stocks trading at frothy valuations, a big yield is hard to find.
Bond Update: Solid Returns in a Challenging Tape
By
Roger S. Conrad on
Jan. 2, 2017
Our basket of junk bonds outperformed in a challenging fourth quarter.
Bond Update
By
Roger S. Conrad on
Oct. 3, 2016
We add three bonds to our basket of fixed-income securities.
The High Prices of High-Yield Bonds
By
Roger S. Conrad on
Jun. 16, 2016
Our basket of fixed-income securities has done well, thanks to the rally in bond prices.
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.
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.
Yield with a Growth Kicker
By
Roger S. Conrad on
Mar. 10, 2016
Investors usually buy utility stocks for their resilient underlying businesses and generous dividend yields—qualities that become even more appealing during times of economic uncertainty and market volatility. But some of our favorite, best-in-class names offer exposure to compelling growth stories that could drive significant outperformance in coming years.
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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