• Capitalist Times
  • Energy and Income Advisor
  • Twitter

Investing Topics: Income Investing

Strategy And Earnings Update

By Roger S. Conrad on Mar. 2, 2017
Utility stocks have continued to rally, propelling a record 20 of our Portfolio holdings above our value-based buy targets--a high-quality problem. We also highlight the solid fourth-quarter results posted by a handful of our aggressive picks.

Agility Test

By Roger S. Conrad on Dec. 11, 2016
Volatility defined this year’s action in utility stocks, giving agile investors an opportunity to juice their returns by buying and selling a bit more than usual.

Forget the Fed: Focus on Fundamentals

By Roger S. Conrad on Sep. 29, 2016
While the market fixates on whether the Federal Reserve will hike rates, too many income-seeking investors ignore the danger lurking in their portfolios.

What’s Next for Utility M&A?

By Roger S. Conrad on Sep. 21, 2016
It's been an active year for mergers and acquisitions in the utility sector. We discuss our key takeaways from a major deal that closed ahead of schedule and highlight some of the main themes that will be in play going forward.

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.

Momentum, MLPs and Mergers

By Roger S. Conrad on Jun. 12, 2016
Momentum has carried utility stocks to historically high valuations, limiting the number of attractive buying opportunities. Master limited partnerships have also rallied hard from their nadir in February, but stock selection will become increasingly important going forward.

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?

MODEL PORTFOLIOS & RATINGS

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