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Investing Topics: Investment Strategy

Hunting the Hunter: Following Elliott’s Lead

By Roger S. Conrad on Oct. 12, 2019

How many companies can one private capital firm successfully take on all at once? Paul Singer’s Elliott Management seems determined to find out.

Keeping Global with an American Accent

By Roger S. Conrad on Sep. 26, 2019

The strong US dollar, worries about slowing global growth and disruption from uncertain politics and trade policy: That trio of entrenched trends continues to fuel investor appetites to “buy American,” dividend-paying stocks of US-based companies that generate all or mostly all of their sales within our borders.

Deconstructing AT&T

By Roger S. Conrad on Sep. 20, 2019

Can the sum of the parts actually be greater than the whole? Shareholders of AT&T Inc (NYSE: T) will get a chance to find out, now that activist investor Paul Singer’s Elliott Management has taken a $3.2 billion stake in the communications giant.

Telecom’s Feeble Are On Their Last Legs

By Roger S. Conrad on Aug. 13, 2019

Few sectors have dealt as much pain to unwary yield seekers over the past decade as communications. Here's the rundown on the weakest of the herd.

Can Tesla Dodge the Residential Solar Death Spiral?

By Roger S. Conrad on Jul. 29, 2019

For those who want a play on solar and energy storage, there are better choices than Tesla (NASDAQ: TSLA).

Utility Stocks and The Fed: Time for a Reality Check

By Roger S. Conrad on Jul. 24, 2019

Wall Street consensus is the U.S. Federal Reserve will officially close the book on three-and-a-half years of monetary tightening next week, by cutting its benchmark Federal Funds interest rate. But our focus needs to be on earnings and guidance, not headlines.

BHP Group: Trade War Winner

By Roger S. Conrad on May. 22, 2019

Trade wars are wealth destroyers. The longer these disputes continue and the more actions governments take, the greater the danger of severe damage to the economy and stock market. There are, however, a handful of companies in position to actually win from this worst case.

Big Money Now Finds Value in Energy

By Roger S. Conrad on May. 13, 2019

Fair value is always in the eye of the beholder. But energy investors are best advised to follow our one simple rule for picking takeover targets: Only buy companies with the strength to thrive on their own.

The Fed Turns a Page, We Stay Focused on Growth

By Roger S. Conrad on Mar. 21, 2019

At the end of the day, dividend stocks behave like other stocks - returns track prospects for companies’ health and growth, whether the Fed is raising rates or cutting them. That’s what to focus on, now more than ever.

Dodging the Windstream Fallout: One Month Later

By Roger S. Conrad on Mar. 21, 2019

Get big or go home: That’s the communications sector’s reality.

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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