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Investing Topics: Investment Strategy

Deals, Deals, Deals (and Earnings)

By Roger S. Conrad on Jul. 25, 2016
We share our take on the latest deal flow involving companies in our Utility Report Card, the first earnings of the season and hedging against potential downside in utility stocks.

Elevation Sickness

By Roger S. Conrad on Jun. 22, 2016
Eighteen of the holdings in our model Portfolios trade above our value-based buy targets, while several have reached levels where investors should consider taking some of their profits off the table.

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.

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