Investing Topics: Mergers & Acquisitions
Bigger is Better
By
Roger S. Conrad on
Apr. 5, 2015
Now more than ever, scale and a low cost of capital are critical to success in midstream energy. This company has both in spades.
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.
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.
Kind of a Big Deal
By
Roger S. Conrad on
Mar. 7, 2015
The newest addition to our Aggressive Income Portfolio represents a recently announced deal involving this longtime underperformer will create long-term value for shareholders.
Sector Rotation and Deals, Deals, Deals
By
Roger S. Conrad on
Feb. 14, 2015
The Dow Jones Utilities Average has pulled back from its January 2015 high, while, at the opposite end of the teeter-totter, energy stocks have caught a bid. We explain our strategy for investing in this late-stage bull market, kick the tires on recent mergers and acquisitions and analyze the results of the Federal Communication Commission’s recent spectrum auction.
Takeover Time in MLP Land
By
Roger S. Conrad on
Jan. 30, 2015
A number of trends suggest that the MLP space is poised for consolidation. Here's how to play it.
A Look Back at 2014 and a New Year’s Resolution
By
Roger S. Conrad on
Jan. 5, 2015
Our Model Portfolios outperformed in 2014 and are well-positioned to generate solid returns in the new year.
Don’t Sweat October Volatility
By
Roger S. Conrad on
Oct. 15, 2014
October can be a dangerous month for the market, but this volatility usually moderates and stocks rally through year-end. The Dow Jones Utilities Average has posted a gain in 37 of the past 45 fourth quarters and we're betting on that seasonal strength once again.
Dim Prospects Call for Caution
By
Roger S. Conrad on
Oct. 4, 2014
Dashed merger hopes, unfavorable regulatory environments and dim prospects signal investor caution is still in order for these companies.
Fines, Settlements and One Good Deal
By
Roger S. Conrad on
Sep. 13, 2014
Regulators in California and in France bear down on troubled utilities, while two overseas telecoms move closer to finalizing their merger.
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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