Investing Topics: Telecom Stocks
Cracking The Whip
By
Roger S. Conrad on
Mar. 11, 2017
This telecom giant has the financial strength to weather an intensifying price war while continuing to invest in opportunities that pave the way for longer-term growth.
Warning: Falling Dividends
By
Roger S. Conrad on
Mar. 11, 2017
Three companies escape from the Endangered Dividends List, while a troubled international telecom announces what could be the first of several dividend cuts.
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.
10 Powerful Growth Trends for Essential-Service Stocks in 2017
By
Roger S. Conrad on
Dec. 11, 2016
These 10 trends should drive outperformance for investors who play them the right way.
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.
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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