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Investing Topics: Investment Strategy

AGL Bets on Coal and Duke Exits Ohio as Dividend Stocks Roar Back

By Roger S. Conrad on Aug. 26, 2014

The Alerian MLP Index hits a new high, the DJUA recovers and many of our value names have soared. This summer's volatility shows why it pays to wait for the right price to buy.

SCANA’s Nuclear Negotiations, Kinder’s Big Move and Four Earnings Reports

By Roger S. Conrad on Aug. 18, 2014

Four more Portfolio holdings report, plus we take a look at the Kinder Morgan Mega-Deal and SCANA Corp's negotiations with South Carolina regulators.

Bonds: What to Do in a Seller’s Market

By Roger S. Conrad on Aug. 17, 2014

The seller's market for bonds favors dividend-paying equities, but investors need to remain disciplined and avoid overpaying for quality.

Elections and Short Sellers

By Roger S. Conrad on Aug. 9, 2014
While the partisan battle for the US Senate this November makes headlines, the real action for investors is in the gubernatorial elections. Winning governors will appoint state regulators, who set policy for everything from mega-mergers and customer rates to carbon dioxide emissions. Much will depend on what happens in the six states where incumbents look vulnerable: Connecticut, Georgia, Hawaii, Illinois, Kansas and South Carolina. Picking the best opportunities to bet against short sellers helped us to book a 52 percent gain in Windstream Holdings (NSDQ: WIN) and a 58.2 percent profit on Enel (Milan: ENEL, OTC: ENLAY).  We expect our latest addition to the Aggressive Income Portfolio to also confound short sellers and reward us with solid returns.

Four Sells and One Big Win

By Roger S. Conrad on Aug. 9, 2014

We sold Aggressive Income Portfolio member Windstream Holdings (NSDQ: WIN) for a roughly 52 percent profit since October 2013, and look at four other companies facing challenges.

Dominion Resources: Buy the Dip

By Roger S. Conrad on Aug. 9, 2014

Earlier this summer, momentum chasers bid the stock price up to an all-time high, but now's the time to invest in this exceptionally solid electric utility and pipeline owner at a favorable price.

Buying the Pullback

By Roger S. Conrad on Aug. 9, 2014

Don’t panic! The long-awaited correction has finally arrived, giving patient investors an opportunity to pick up high-quality utility stocks at reasonable valuations.

CenturyLink: The Next Telecom Short Squeeze

By Roger S. Conrad on Aug. 9, 2014

We booked a 52% gain on Windstream Holdings (NSDQ: WIN). Now it's CenturyLink's (NYSE: CTL) turn to prove the skeptics wrong.

14 Portfolio Companies Report – And Then There’s Windstream

By Roger S. Conrad on Aug. 5, 2014

We check in on 14 more of our Portfolio holdings that have reported quarterly earnings, and the big news on our recent WIN.

MODEL PORTFOLIOS & RATINGS

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