Investing Topics: Midstream Energy
Earning Their Keep
By
Roger S. Conrad on
Feb. 14, 2015
There’s more to analyzing quarterly earnings than whether a company met Wall Street analysts’ consensus estimates. These regular check-ups provide useful insight into the health of our Portfolio holdings’ underlying businesses and their future growth prospects.
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.
More Dividend Cuts to Come in Energy Sector
By
Roger S. Conrad on
Jan. 12, 2015
There's more pain to come for many high-yielding exploration and production stocks.
Down, But Not Out
By
Roger S. Conrad on
Jan. 11, 2015
Plummeting prices for crude oil and natural gas liquids have depressed the prices of this Aggressive Income Portfolio holding.
Market Currents: Key Trends to Drive Returns in 2015
By
Roger S. Conrad on
Jan. 10, 2015
The trends that shaped returns for essential-services stocks in 2014 should remain in play this year. Here’s how to profit.
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.
Best in Class
By
Roger S. Conrad on
Dec. 7, 2014
Taking advantage of selloffs to scoop up best-in-class names is a time-tested tactic for scoring outsized investment gains.
In the midstream space, few master limited partnerships offer as compelling a combination of value and superior business performance as the newest member of our Conservative Income Portfolio..
Challenges and Opportunities
By
Roger S. Conrad on
Dec. 7, 2014
We highlight the best buying opportunities in today’s market, including several names that trade at an unwarranted discount because of the severe downdraft in crude-oil prices.
Finding Value in the Utility Sector
By
Roger S. Conrad on
Nov. 26, 2014
My take on the last of our Model Portfolio holdings to report quarterly results and where to find value in the utility sector.
Utilities Enter the Spin Cycle
By
Roger S. Conrad on
Nov. 13, 2014
Expect more utilities to monetize assets and recycle capital by spinning off yieldcos and master limited partnerships.
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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