• Capitalist Times
  • Energy and Income Advisor
  • Twitter

Investing Topics: Regulated Utilities

Dominion Catches MLP Fever

By Roger S. Conrad on Sep. 17, 2013

Dominion Resources (NYSE: D) shares hit an all-time high this week. The catalyst: A proposed spin off of the company’s natural gas assets into a master limited partnership (MLP), with an initial public offering in the second quarter of 2014.

Utilities: Treat Them Like Stocks

By Roger S. Conrad on Sep. 6, 2013

Utilities pay some of the safest and highest dividends on Wall Street. But they’re stocks, not substitute investments for bonds.

Those who’ve tried to treat them like bonds have consistently underestimated their returns in bull markets, as well as downside in bear markets. Similarly, those who’ve bought when interest rates were falling and sold when rates have risen have routinely paid too much and sold too cheaply. And occasionally as in 2008, they’ve had their heads handed to them.

Four Trends to Bet On

By Roger S. Conrad on Aug. 30, 2013

Big picture themes always grab investing headlines. Success, however, flows from knowing what’s up with individual companies.

Regulated water utilities, for example, are on their face the very simplest and uniform of businesses. Yet so far in 2013, returns from the 10 companies I track in the Utility Report Card have ranged from a 26 percent gain to barely breaking even.

Doubling Down on Patience

By Roger S. Conrad on Aug. 30, 2013

Investors are dumping dividend-paying stocks of strong companies due to misplaced fears about interest rate sensitivity. That’s opening up new opportunities in our favorite stocks, but be patient with prices.

Southern Company

By Roger S. Conrad on Aug. 30, 2013

Southern Company (NYSE: SO) currently sits near a new 52-week low. The reason: A combination of investor worries about rising interest rates and concern about its substantial capital spending program.

Report on Q2 Earnings: Few Surprises

By Roger S. Conrad on Aug. 27, 2013

There weren't any big surprises in our Focus List earnings reports this quarter, which is the way we like it. But there are a lot of bargains in all three portfolios that you can move into now. The story of essential service stocks is just beginning.

Renewable Profits

By Roger S. Conrad on Jul. 29, 2013

Hydroelectric power is the world’s cleanest and cheapest source of baseload power. And with 5,900 megawatts of installed capacity and a full pipeline of new projects, Brookfield Renewable Energy Partners (TSX: BEP-U, NYSE: BEP) is the world’s premier pure play.

Solid Foundations

By Roger S. Conrad on Jul. 29, 2013

Discipline, consistency and hard work don’t always guarantee success. But they're the necessary foundation of every winning investment strategy.

Due for a Pullback But Positioned for the Long Term

By Roger S. Conrad on Jul. 25, 2013

Utility stocks might be due for a pullback, but the risks that rising interest rates pose to the sector are overblown.

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