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Investing Topics: Telecom Stocks

Merger Mania

By Roger S. Conrad on Feb. 12, 2017
Access to inexpensive capital and the pursuit of scale continue to drive consolidation in the utility and telecommunication services sectors. These trends create opportunities for savvy investors.

Another Midstream Meltdown

By Roger S. Conrad on Feb. 12, 2017
Excessive leverage, diminished growth prospects and shrinking cash flow suggest that a distribution cut is inevitable for this midstream master limited partnership.

Lessons from 2016 and Outlook for 2017

By Roger S. Conrad on Jan. 10, 2017
Two of our three model Portfolios outperformed the S&P 500 and Dow Jones Utility Average handily last year, while our aggressive picks lagged. We review what went right and what went wrong, with an eye toward refining our process.

Day of Reckoning Approaches

By Roger S. Conrad on Jan. 10, 2017
This high-yielding preferred stock could reward aggressive investors with big returns. The company's fourth-quarter results and full-year guidance for 2017 will go a long way toward determining whether we hold our fold.

Riding the Trump Trade

By Roger S. Conrad on Nov. 16, 2016
Our bet against utility stocks has continued to pay off, while the selloff in the sector has pulled prices closer to our value-based buy targets. Stay disciplined.

Election 2016: Plenty of Good News for Utilities

By Roger S. Conrad on Nov. 15, 2016
While the market sorts out the implications of the 2016 federal election, the recent selloff in utility stocks and results at the state level create opportunities for savvy investors.

Content is King When It Sits on the Right Throne

By Roger S. Conrad on Oct. 25, 2016
AT&T follows Comcast Corp’s example with a bold move into the content side of the business. Here’s our take on the deal and third-quarter earnings from some of our core Portfolio holdings.

Boom! Goes the Dividend

By Roger S. Conrad on Oct. 11, 2016
We weren't surprised when Ferrellgas Partners LP (NYSE: FGP) announced that the master limited partnership may need to cut its distribution by 50 percent.

Stick with the Plan

By Roger S. Conrad on Oct. 11, 2016
The investment strategy we’ve pursued over the past several months has paid off thus far. And after the recent pullback in utility stocks, two of our longtime favorites once again trade below our value-based buy targets.

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