Investing Topics: Interest Rates
Utility Stocks: Where We’ve Been and Where We’re Headed
By
Roger S. Conrad on
Aug. 4, 2015
In April 2013, I left my job of 25 years as founding editor of Utility Forecaster to form my own publishing company and write the investment newsletter of my dreams: Conrad’s Utility Investor. The publication’s second birthday is as good a time as any to review where utility stocks have been and my outlook for where they’re headed.
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.
3 Reasons Not to Sweat the Latest Taper Tantrum
By
Roger S. Conrad on
Jun. 17, 2015
Investors should focus on buying best-in-class utility stocks at reasonable valuations, instead of fretting over what the Federal Reserve may or may not do.
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.
Fed Policy in Focus
By
Roger S. Conrad on
Apr. 7, 2015
Earnings, not interest rates, will drive returns for dividend-paying stocks in 2015 and beyond.
Stay Vigilant, Focus on Value
By
Roger S. Conrad on
Mar. 7, 2015
The market’s attention has turned to the Federal Reserve once again. But savvy investors will focus on industry- and company-specific drivers to identify outperformers. We explore several key trends for essential-services investors.
Sector Rotation and Deals, Deals, Deals
By
Roger S. Conrad on
Feb. 14, 2015
The Dow Jones Utilities Average has pulled back from its January 2015 high, while, at the opposite end of the teeter-totter, energy stocks have caught a bid. We explain our strategy for investing in this late-stage bull market, kick the tires on recent mergers and acquisitions and analyze the results of the Federal Communication Commission’s recent spectrum auction.
Utility Stocks and the Burden of High Valuations
By
Roger S. Conrad on
Jan. 17, 2015
With the Dow Jones Utilities Average trading at an elevated valuation, investors shouldn't be afraid to take some profits off the table in their big winners.
The Fed Ends Quantitative Easing: What’s Next for Dividend Stocks?
By
Roger S. Conrad on
Nov. 4, 2014
Last week, the Federal Reserve ended its bond-buying program. Here's what this long-awaited policy shift means for dividend-paying stocks.
Unconventional Investing for the Win
By
Roger S. Conrad on
Oct. 14, 2014
Conventional wisdom holds that October is a dangerous month for stocks, which means that investors must think unconventionally to get ahead.
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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