• Capitalist Times
  • Energy and Income Advisor
  • Twitter

Investing Topics: Telecom Stocks

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.

Two Big Dividend Cuts and More on the Way

By Roger S. Conrad on Apr. 11, 2016
Two companies in our coverage universe cut their dividends last month. We look at what went wrong and add four names to our Endangered Dividends List.

A Wave of Dividend Cuts

By Roger S. Conrad on Mar. 10, 2016
Nine of the more than 200 companies covered in our Utility Report Card have slashed their dividends since we posted the February issue of Conrad’s Utility Investor.  

Focus on Strategy

By Roger S. Conrad on Mar. 10, 2016
Utilities take the crown as the S&P 500’s top-performing sector this year, with the group generating a total return of 10.5 percent. Much of this strength reflects the appeal of utilities’ resilient cash flow and generous dividends, qualities that make the sector a good place for investors to hide out in uncertain times. But every stock takes a hit in a bear market; savvy investors should bide their time and wait for valuations to improve.

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