Investing Topics: Investment Strategy
Momentum, MLPs and Mergers
By
Roger S. Conrad on
Jun. 12, 2016
Momentum has carried utility stocks to historically high valuations, limiting the number of attractive buying opportunities. Master limited partnerships have also rallied hard from their nadir in February, but stock selection will become increasingly important going forward.
Post-Earnings Strategy Session
By
Roger S. Conrad on
May. 8, 2016
We review our investment strategy in light of our macro outlook and key takeaways from first-quarter earnings.
Stay Focused
By
Roger S. Conrad on
May. 8, 2016
The recent rally in utility stocks has pushed valuations to elevated levels and lowered dividend yields. We explain our strategy for navigating this environment.
Focus on Strategy
By
Roger S. Conrad on
Mar. 10, 2016
Utilities take the crown as the S&P 500’s top-performing sector this year, with the group generating a total return of 10.5 percent. Much of this strength reflects the appeal of utilities’ resilient cash flow and generous dividends, qualities that make the sector a good place for investors to hide out in uncertain times. But every stock takes a hit in a bear market; savvy investors should bide their time and wait for valuations to improve.
Higher Standards
By
Roger S. Conrad on
Jan. 11, 2016
Our proprietary quality grades help investors to assess the spectrum of risk across the more than 200 essential-service companies covered in our Utility Report Card.
Pockets of Opportunity and Cause for Caution
By
Roger S. Conrad on
Oct. 12, 2015
We highlight some of the most profitable themes for income-seeking investors in essential-service stocks while sounding a note of caution on the near term.
Four Stress Tests for Your Portfolio Holdings
By
Roger S. Conrad on
Oct. 12, 2015
How comfortable would you be holding your stocks in a bear market? With the bull market show its age—including consistently bad breadth—this question has taken on new urgency as the year winds down.
Dream a Little Dream
By
Roger S. Conrad on
Oct. 6, 2015
The risk of the S&P 500 suffering a significant correction at some point in the first half of 2016 remains elevated. Here's an update on dream buy prices for our favorite stocks.
Managing the Downside
By
Roger S. Conrad on
Sep. 13, 2015
Only time will tell whether recent volatility in US equities will develop into a full-on bear market. In the interim, here’s a plan that will keep you invested and generate a steady stream of dividends. We’ll also highlight strategies to avoid the destructive behaviors that seem rational during selloffs great and small.
It Pays to Stick with Utility Stocks
By
Roger S. Conrad on
Sep. 4, 2015
Investors should take advantage of market volatility and fears of rising interest rates to establish or add to positions in high-quality utility stocks.
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
BACK TO TOP