Investing Topics: Investment Strategy
Propane Distributors: Unloved Big Yields and Ripe for M&A
By
Roger S. Conrad on
Aug. 5, 2018
Canada’s Superior Plus Corp (TSX: SPB, OTC: SUUIF) generated few headlines last month, when it paid $900 million for NGL Energy Partners’ (NYSE: NGL) propane distribution business. However, this merger is highly remarkable for three major reasons.
Income Stocks and the Great Growth Surprise
By
Roger S. Conrad on
Jul. 29, 2018
The big question facing investment markets in second half 2018: Will the US economy keeping growing at a 4 percent plus rate?
Behind Utilities’ Retreat: It’s Technical
By
Roger S. Conrad on
Jun. 9, 2018
If worries about rising interest rates are hitting utility stocks so hard, why are shares of real estate investment trusts (REITs) surging?
Yieldcos’ Reboot Hits a New Gear
By
Roger S. Conrad on
Jun. 2, 2018
The seven yieldcos we track in the Utility Report Card are up roughly 5 percent since the February 9 Income Insights. That’s when I highlighted the sector’s bullish reboot, thanks to a mass turnover of sponsors.
Telecom Values and Value Traps
By
Roger S. Conrad on
May. 6, 2018
Strong business fundamentals, low measures of standard valuation and a generally weak technical picture: Those are the basic traits of a “value” stock, known in some circles as a contrarian bet.
How Currencies Count This Year
By
Roger S. Conrad on
Apr. 15, 2018
Think foreign exchange rates don’t matter in today’s interconnected world of passive strategies and ETFs? Think again.
Keeping Our Bearings with Quality Grades
By
Roger S. Conrad on
Apr. 13, 2018
What’s the best way to stay on top of a volatile stock market, where a new threat seems to come out of left field every day? Make sure you own shares of high-quality companies that pay dividends.
Down, But Not Out
By
Roger S. Conrad on
Apr. 11, 2018
Despite a down first quarter, market history is on the Dow Jones Utility Average's side.
Don’t Fret the Fed, There’s More to Worry About
By
Roger S. Conrad on
Mar. 23, 2018
This week, the US Federal Reserve raised the Fed Funds rate to a range of 1.5 to 1.75 percent.
Does this mean it’s time for income investors to head for the hills? Hardly.
Trumponomics: Six Observations for Income investors
By
Roger S. Conrad on
Mar. 10, 2018
Whether you support or oppose President Trump’s economic policies, they’re undeniably bold. Already we’ve seen unprecedented fiscal stimulus for an economic expansion this long-lived, the rollback of years of business regulation and the biggest push for trade protections since Smoot-Hawley.
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Endangered Dividends List
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