Investing Topics: Investment Strategy
Key Themes for the Second Half of 2015
By
Roger S. Conrad on
Jul. 12, 2015
The utility sector is a mixed bag right now: Some stocks remain at elevated valuations and look ripe for profit-taking; others look like good buys for opportunistic investors.
Strategy Review
By
Roger S. Conrad on
Jul. 12, 2015
Heading into earnings season, we expect most of our Portfolio holdings to post solid second-quarter results. Nevertheless, the macro backdrop suggests that investors should take some profits off the table in their big winners and take advantage of any pullbacks to buy high-quality names.
Two to Buy
By
Roger S. Conrad on
Jun. 30, 2015
The recent pullback in dividend-paying stocks means that two of our favorites at attractive valuations. Both could experience more downside in the near term because of concerns about rising interest rates, but remain solid holdings for the long haul.
3 Reasons Not to Sweat the Latest Taper Tantrum
By
Roger S. Conrad on
Jun. 17, 2015
Investors should focus on buying best-in-class utility stocks at reasonable valuations, instead of fretting over what the Federal Reserve may or may not do.
Sifting through the Quarterly Data Dump
By
Roger S. Conrad on
May. 11, 2015
Each quarterly earnings season bring a deluge of data and insight. Here are some of our bigger-picture takeaways from the 193 companies in our Utility Report Card that have reported first-quarter results.
Life in the Spotlight
By
Roger S. Conrad on
Apr. 5, 2015
We examine how the stocks picked for each month’s Conservative and Aggressive Spotlights have fared since Conrad’s Utility Investor launched in August 2013, kicking the tires on a few underperformers and highlighting names that could be ripe for taking a partial profit.
Utility Potpourri
By
Roger S. Conrad on
Apr. 5, 2015
Income-seeking investors have a lot on their minds these days. Here’s our take on topics that are of chief concern to our readership and our portfolio strategy.
Playing Offense and Defense
By
Roger S. Conrad on
Mar. 16, 2015
Rising concerns about the Federal Reserve raising interest rates have started to push utility stocks back to reasonable valuations. Here's a winning strategy for playing offence during periods of elevated volatility and uncertainty.
Stay Vigilant, Focus on Value
By
Roger S. Conrad on
Mar. 7, 2015
The market’s attention has turned to the Federal Reserve once again. But savvy investors will focus on industry- and company-specific drivers to identify outperformers. We explore several key trends for essential-services investors.
The 10 Percent Club
By
Roger S. Conrad on
Mar. 7, 2015
Fears of rising interest rates have given traders an excuse to take profits on utility stocks after last fall’s big run-up. Investors with a longer time horizon have ample opportunity buy the high-quality names in our 10 Percent Club, a distinguished group of essential-services stocks that offer a compelling combination of current yield and potential dividend growth.
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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