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Investing Topics: Investment Strategy

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.

Dodging the Windstream Default Fallout

By Roger S. Conrad on Feb. 20, 2019

Unless it can successfully appeal the decision, a Manhattan federal court ruling will likely shove the wireline phone company over the edge.

NextEra Energy: Best in Class, But at a Price

By Roger S. Conrad on Jan. 29, 2019
Formerly known as FPL Group, NextEra Energy (NYSE: NEE) has nearly doubled the return on the Dow Jones Utility Average over the last decade and topped the S&P 500 by 70 percentage points, while emerging as America’s favorite power company.

PG&E Gets a Break, and Opportunity is Still Knocking

By Roger S. Conrad on Jan. 26, 2019
Bankruptcy court is fundamentally a negotiation, and this week PG&E Corp (NYSE:PCG) gained considerable leverage for its upcoming filing.

Utility Stocks: ‘Tis The Season

By Roger S. Conrad on Oct. 15, 2018
The final three months of the year are seasonally strong for utility stocks. Since 1969, the Dow Jones Utility Average (DJUA) has posted positive returns in 39 Octobers and 40 Q4s, including (barely) last year.

Comcast Wins Sky and Other M&A Activity

By Roger S. Conrad on Sep. 25, 2018
Comcast bests Disney in its bid for European entertainment giant Sky: Here's the latest news on this and other current M&A deals.

Dominion Energy Makes Its Move

By Roger S. Conrad on Sep. 22, 2018
Dominion Energy's (NYSE: D) offer could do a lot to resolve uncertainty surrounding Dominion Midstream Partners LP's (NYSE: DM) future.

It’s Not Time to Dump Duke

By Roger S. Conrad on Sep. 22, 2018
Duke Energy (NYSE: DUK) is facing challenges in the wake of Hurricane Florence, but its overall performance is hard to fault.

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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