Investing Topics: Investment Strategy
Why Utilities Could Get a Post-Storm Season Boost
By
Roger S. Conrad on
Aug. 31, 2023
Historically, the best storm season outcome for utility investors has been a lack of catastrophic events, when service outages are relatively contained and quickly resolved. And most important, when the work is done and power restored, customers, regulators and politicians are generally satisfied with management’s response.
Verizon and AT&T: Some Thoughts
By
Roger S. Conrad on
Jul. 18, 2023
How low can deep value stocks go? If you own AT&T Inc (NYSE: T) and/or Verizon Communications (NYSE: VZ), you’re no doubt asking that question.
Algonquin and Enel: Recoveries on Track
By
Roger S. Conrad on
Mar. 17, 2023
A banking crisis can be a tough time to strengthen a balance sheet. But based on calendar Q4 results and updated guidance announced this week, financial recovery plans at Aggressive Holdings Algonquin Power & Utilities (TSX: AQN, NYSE: AQN) and Enel SpA (Italy: ENEL, OTC: ENLAY, ESOCF) are accelerating.
Building Wealth from Wind and Sun: Costs are Key
By
Roger S. Conrad on
Mar. 15, 2023
Last weekend, a Wall Street Journal editorial pointed out the cost of “balancing the grid” added GBP150 to UK household electricity bills in 2022. The authors’ attempt to blame the entire cost on adoption of renewable energy is quite a stretch, as it ignores the larger role of erratic weather and availability of other power plants.
Their broader point that wind and solar are still challenged by intermittency, however, is spot on.
Avoiding the Worst Mistake Investors Will Make in 2023
By
Roger S. Conrad on
Jan. 13, 2023
The worst mistake investors will make this year won’t be getting caught with a stock on the heels of a disappointing earnings report, misjudging the Federal Reserve’s resolve fighting inflation—or the rising risk of a recession.
What’s Wrong with Telecom Stocks
By
Roger S. Conrad on
Nov. 23, 2022
Communications is a growing and essential service. And a new generation of 5G and eventually 6G wireless—augmented by fiber broadband networks—is on the cusp of spurring a global revolution in productivity.
Utility Q3 Earnings Matter, and So Far They’re Great
By
Roger S. Conrad on
Oct. 29, 2022
So long as the Federal Reserve is on the warpath against inflation, risk of recession will be elevated. And that tilts the odds heavily in favor of lower stock prices over the next few months.
The utility stock rally we’ve seen since the October issue of CUI posted, however, is proof positive that the trends powering sector outperformance this year are entrenched as ever.
Dream Buys in the Dividend Stock Selloff
By
Roger S. Conrad on
Sep. 30, 2022
“Dream Buy” prices are levels of valuation that historically have been reached only under extremely bad market conditions. But provided underlying businesses stay strong, buyers there will realize windfall gains.
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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