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Investing Topics: Investment Strategy

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.

Carbon Capture and Storage: Will it Work This Time?

By Roger S. Conrad on Aug. 23, 2022
Is Inflation Reduction Act enough to get carbon capture off the ground? Historically, it’s been foolish to bet against innovation when there’s enough money behind it. And in this case, the US government’s largesse is very much leaning into a major investment trend in the private sector

What Kinder Morgan’s Q2 Says about US Midstream

By Roger S. Conrad on Jul. 21, 2022
Editor’s note: This is the first of three articles in which I’ll focus on Q2 results and guidance updates for recommended stocks that are also great bellwethers for their respective sectors. Hope everyone is having a great summer!—RC “Fortune may not favor the brave so much as it favors the cash.”

Seeking out REIT Bargains? Don’t Ignore Recession Risk

By Roger S. Conrad on Jun. 27, 2022

After trading at extreme and unsustainably high prices for months and months, many best-in-class REITs are once again trading at good entry points for investors. But wise selection of individual REITs is more critical than ever.

Your Guide to ESG Investing

By Roger S. Conrad on May. 20, 2022
The S&P 500 ESG Index has kicked out Tesla Inc (NSDQ: TSLA), the company that made electric vehicles cool: That’s the latest nonsense in the world of environmental, social and governance (ESG) investing, which according to Bloomberg Intelligence projections will govern nearly $38 trillion of assets by the end of 2022.

Telecom’s Big 4: Strong Results But Still Little Respect

By Roger S. Conrad on Jan. 29, 2022
What exactly must the four companies that increasingly dominate US communications do to earn a little respect? That’s a fair question following investors’ tepid reaction to strong Q4 results and updated guidance.

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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