Investing Topics: Regulation
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.
Utility Stocks and the Burden of High Valuations
By
Roger S. Conrad on
Jan. 17, 2015
With the Dow Jones Utilities Average trading at an elevated valuation, investors shouldn't be afraid to take some profits off the table in their big winners.
Looking for Profits? Focus on Policy, Not Politics
By
Roger S. Conrad on
Nov. 9, 2014
Partisan politics are as old as the republic itself. But when it comes to making investment decisions, focus on policy and leave your own biases behind.
The Power of Low Expectations
By
Roger S. Conrad on
Nov. 7, 2014
Brazil's largest electric utility has taken a beating. But its bargain-basement valuation means it won't take much good news to send this aggressive bet higher.
Politics and Utilities
By
Roger S. Conrad on
Oct. 27, 2014
Gubernatorial races are of paramount importance for utilities because governors appoint regulators in most states. Here's a quick roundup of what's at stake.
Unconventional Investing for the Win
By
Roger S. Conrad on
Oct. 14, 2014
Conventional wisdom holds that October is a dangerous month for stocks, which means that investors must think unconventionally to get ahead.
Scottish Independence and Other Wild Cards
By
Roger S. Conrad on
Sep. 13, 2014
Utility investors shouldn't lose any sleep over Scotland's push for independence.
Electric Utilities: The American Way vs Germany and Australia
By
Roger S. Conrad on
Aug. 23, 2014
Fear-mongering pundits often point to Germany's energy policy to illustrate the risk that the boom in renewable-energy development poses to the US. Australia provides a better analogue for the US experience, though investors should understand the American energy landscape's unique features before placing their bets.
Coal Still King Despite Would-Be Usurpers
By
Roger S. Conrad on
Jul. 20, 2014
Imagine a future where US coal-fired power plants continue to generate reliable baseload power, while CO2 collected during their operation fuels the shale oil boom.
EPA’s Crackdown on CO2 Emissions: An Indecent Proposal?
By
Roger S. Conrad on
Jul. 6, 2014
The Environmental Protection Agency's (EPA) proposed rules on carbon dioxide (CO2) emissions create dange and opportunities for investors in utility stocks.
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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