Investing Topics: Regulated Utilities
Looking Back to Find the Way Forward
By
Roger S. Conrad on
Jan. 11, 2015
Our model Portfolios outperformed once again in 2014. Rather than rest on our laurels, we kick the tires on our winners and losers to determine whether they’re worth holding for 2015.
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.
Challenges and Opportunities
By
Roger S. Conrad on
Dec. 20, 2014
Plummeting oil prices and uncertainty in the energy sector have unsettled investors; we remain confident in our Portfolio holdings.
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.
Read Headlines for Show, Follow the Numbers for the Dough
By
Roger S. Conrad on
Nov. 17, 2014
Washington brought plenty of sturm and drang last week, but it's still all about the earnings.
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.
The Third-Quarter Earnings Train Keeps Rolling
By
Roger S. Conrad on
Nov. 4, 2014
Third-quarter earnings season is in full swing. We analyze the latest batch of results from the holdings in our Model Portfolios.
11/03/14: Closing Our Seasonal Trade and A New Portfolio Addition
By
Roger S. Conrad on
Nov. 3, 2014
A month into our seasonal bet on broad strength in the utilities sector, we book a 15.3 percent gain on ProShares Ultra Utilities and add a new stock to our Aggressive Income Portfolio.
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.
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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