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.
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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