Investing Topics: Telecom Stocks

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.

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.

A World of Opportunity

By Roger S. Conrad on Sep. 12, 2016

A strong US dollar has weighed on the returns generated by international utility stocks in recent years. But investors should consider looking abroad for high-quality utility and telecom names that trade at reasonable valuations and offer a favorable risk-reward proposition.

Calling All Income Investors

By Roger S. Conrad on Sep. 12, 2016

This Canadian telecom giant continues to generate ample free cash flow while paying a generous dividend and outspending its rivals on investments in network quality.

AT&T and Verizon Communications Extend Their Reach

By Roger S. Conrad on Aug. 10, 2016

Some analysts have criticized recent acquisitions by AT&T and Verizon Communications as signs of weakness. We take a different view.

Learning from Earnings

By Roger S. Conrad on Jul. 30, 2016

A baker's dozen of our Portfolio holdings have reported second-quarter results. Here are our key takeaways.

Dividend Shrink Ray Targets Small-Cap Telecoms

By Roger S. Conrad on Jul. 10, 2016

Size isn’t everything in the telecom sector, but it is important.

Oncor on the Auction Block and Other M&A Tidbits

By Roger S. Conrad on Jul. 6, 2016

We review the recent mergers and acquisitions news in our coverage universe, including a flurry of deal closures and the sale of the former TXU Corp, now called Oncor.

Post-Earnings Strategy Session

By Roger S. Conrad on May. 8, 2016

We review our investment strategy in light of our macro outlook and key takeaways from first-quarter earnings.

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.

ABOUT ROGER CONRAD

Roger S. Conrad

Founder and Chief Editor:
Conrad's Utility Investor
Capitalist Times and
Energy & Income Advisor

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