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Investing Topics: Utility Stocks

The Takeout Menu Narrows

By Roger S. Conrad on Nov. 14, 2017
With many potential takeover candidates trading at sky-high valuations, interest in whole-company acquisitions has waned. We review the current slate of deals involving names in our Utility Report Card and highlight our favorite takeover plays.

Learnings from Earnings: Upgrades and Downgrades

By Roger S. Conrad on Nov. 14, 2017
Most of the names in our Utility Report Card have reported third-quarter results, with a quartet of Portfolio holdings earning higher buy targets after surprising to the upside or announcing key company-specific developments.

Following a Winning Playbook

By Roger S. Conrad on Nov. 14, 2017
This under-the-radar utility recently established a new growth platform that should build wealth for shareholders.

EEI Conference Preview: Electricity Markets and the War for Coal

By Roger S. Conrad on Oct. 17, 2017
The Trump administration has clearly gone all-in on turning the supposed war on coal into a war for coal, but the outcome will depend on electric utilities and power companies. We'll focus on the risks and opportunities associated with government intervention when we attend the Edison Electric Institute's financial conference in November.

A Handful of Upgrades

By Roger S. Conrad on Oct. 8, 2017
Company-specific developments warrant higher buy targets for a trio of our Portfolio holdings.

A Large-Cap Utility with Multiple Growth Drivers

By Roger S. Conrad on Oct. 7, 2017
This large-cap utility offers exposure to multiple upside drivers and trades at a reasonable valuation.

Unhappy Returns

By Roger S. Conrad on Oct. 7, 2017
Although third-quarter earnings season hasn't hit yet, recent developments have landed four companies on the Endangered Dividends List. The latest additions include two former members that had escaped after slashing their payouts.

Macro Talk

By Roger S. Conrad on Sep. 10, 2017
Macroeconomic developments and moves in the broader market matter when you buy and hold individual stocks. But if you have chosen well, paid a reasonable price, and can keep your emotions in check, even a 2008-style collapse will only delay, not derail, your wealth-building efforts.

Sempra Energy’s Takeover Offer for Oncor Electric Delivery: Fourth Time’s a Charm?

By Roger S. Conrad on Aug. 25, 2017
Sempra Energy's takeover offer for Energy Future Holdings--the fourth bid that brought before the Public Utility Commission of Texas--has a good chance of securing approval, though some adjustments may be necessary.

Learnings from Earnings

By Roger S. Conrad on Aug. 14, 2017
Even in this late-stage bull market, savvy investors can still find bargains without making too many concessions to quality. You just need to know where to look.

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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