Investing Topics: Utility Stocks
Utility Stocks and The Fed: Time for a Reality Check
By
Roger S. Conrad on
Jul. 24, 2019
Wall Street consensus is the U.S. Federal Reserve will officially close the book on three-and-a-half years of monetary tightening next week, by cutting its benchmark Federal Funds interest rate. But our focus needs to be on earnings and guidance, not headlines.
PG&E Gets a Break, and Opportunity is Still Knocking
By
Roger S. Conrad on
Jan. 26, 2019
Bankruptcy court is fundamentally a negotiation, and this week PG&E Corp (NYSE:PCG) gained considerable leverage for its upcoming filing.
High Yield Bonds Without High Risks
By
Roger S. Conrad on
Dec. 22, 2018
With barely a week left to go, the fourth quarter is on track to be nearly as bad for high yield bonds as it has for high yield stocks.
Utility Stocks: ‘Tis The Season
By
Roger S. Conrad on
Oct. 15, 2018
The final three months of the year are seasonally strong for utility stocks. Since 1969, the Dow Jones Utility Average (DJUA) has posted positive returns in 39 Octobers and 40 Q4s, including (barely) last year.
Keep an Eye on November Elections
By
Roger S. Conrad on
Jul. 4, 2018
For most people, November elections are about which party will control the House of Representatives and the US Senate. That’s important. But for regulated utilities, the most critical outcomes are always the state and local races.
A Rare 9 Percent Yield With Safety Credentials
By
Roger S. Conrad on
May. 6, 2018
For the first year since 2005, propane distributor Amerigas Partners (NYSE: APU) didn’t raise its quarterly distribution. Rather than a sign of weakness, however, management’s decision secures the already generous 9 percent plus yield and may have set the stage for shares to break out of an 8-years plus trading range.
Compelling Opportunities For Dangerous Times
By
Roger S. Conrad on
May. 6, 2018
Depending on what you own, this might not feel like much of a rally. But the Dow Jones Utility Average closed this week up nearly 10 percent from its early February lows. And while the Average is still nearly -10 percent below the all-time high reached in mid-November, at three months and counting the uptrend is getting investors’ attention.
Telecom Values and Value Traps
By
Roger S. Conrad on
May. 6, 2018
Strong business fundamentals, low measures of standard valuation and a generally weak technical picture: Those are the basic traits of a “value” stock, known in some circles as a contrarian bet.
Pre-Issue Earnings Edition
By
Roger S. Conrad on
May. 1, 2018
Nearly four-dozen companies in our coverage universe have reported their calendar first quarter earnings since our last Utility Roundup. See the Utility Report Card for updated comments, payout ratios, Quality Grades, trading advice and other information.
Utility Bidding Wars Heat Up
By
Roger S. Conrad on
Apr. 28, 2018
Many investors have been turned off by AES Corp's expansive operations in volatile emerging markets, but now its shares have the wind at their back.
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Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
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