Investing Topics: Regulated Utilities
New Year, Time-Tested Strategy
By
Roger S. Conrad on
Jan. 11, 2016
By most measures, last year was a difficult time for income-seeking investors, as anticipation of the Federal Reserve’s first rate hike since 2006 weighed on sentiment toward dividend-paying stocks. Here’s our strategy for 2016.
Kind of a Big Deal
By
Roger S. Conrad on
Jan. 11, 2016
After closing a big deal, this Northeast utility has the financial wherewithal and opportunity set to drive annual dividend growth of 10 percent in coming years.
Quality on Sale
By
Roger S. Conrad on
Dec. 6, 2015
This electric utility hiked its quarterly dividend by 8.2 percent--and there's more upside to come.
Conference Reflections
By
Roger S. Conrad on
Nov. 16, 2015
We highlight some of the key investment themes that stood out after three days of presentations and talking to management teams at the Edison Electric Institute's annual financial conference.
Solar Power: Not a Death Knell for Utilities
By
Roger S. Conrad on
Nov. 10, 2015
After the first day of presentations and meetings at the Edison Electric Conference's 50th Annual Financial Conference, one theme stands out: increasing adoption of solar power doesn't sound the death knell for regulated electric utilities. In fact, this would-be disruptor creates a huge growth opportunity for incumbent power producers.
A Sleep-Easy Strategy in Uncertain Times
By
Roger S. Conrad on
Nov. 7, 2015
Having confidence in your holdings’ underlying businesses makes it easier to endure a volatile market without losing too much sleep.
Best Opportunities in a Bear Market
By
Roger S. Conrad on
Nov. 7, 2015
Narrowing market leadership and other technical indicators suggest the risk of US equities sliding into a bear market next year has increased. We highlight some of the best opportunities in our coverage universe so that you know where to pounce when the time comes.
Refocused on Growth
By
Roger S. Conrad on
Nov. 7, 2015
This company is poised for growth after divesting a money-losing business.
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.
A Big Deal
By
Roger S. Conrad on
Oct. 12, 2015
A transformative deal promises to help this large utility unlock additional value and drive dividend growth.
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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