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Investing Topics: Utility Stocks

Electric Utilities: The American Way vs Germany and Australia

By Roger S. Conrad on Aug. 23, 2014

Fear-mongering pundits often point to Germany's energy policy to illustrate the risk that the boom in renewable-energy development poses to the US. Australia provides a better analogue for the US experience, though investors should understand the American energy landscape's unique features before placing their bets.

Bonds: What to Do in a Seller’s Market

By Roger S. Conrad on Aug. 17, 2014

The seller's market for bonds favors dividend-paying equities, but investors need to remain disciplined and avoid overpaying for quality.

Learning from Earnings

By Roger S. Conrad on Aug. 9, 2014

Our Portfolio holdings continue to post solid quarterly results. Even better, the market’s recent pullback gives us an opportunity to buy our favorites at appealing prices.

Buying the Pullback

By Roger S. Conrad on Aug. 9, 2014

Don’t panic! The long-awaited correction has finally arrived, giving patient investors an opportunity to pick up high-quality utility stocks at reasonable valuations.

Bring on the Q2 Numbers

By Roger S. Conrad on Jul. 21, 2014

On July 14-15, the US Energy Information Administration held its annual conference in Washington, D.C. Speakers ranged from government analysts and statisticians, politicians and regulators to high-level industry consultants and luminaries like author Daniel Yergin. My colleague Elliott Gue and I attended to uncover investment opportunities obscured by faulty conventional wisdom. Here's our take.

EPA’s Crackdown on CO2 Emissions: An Indecent Proposal?

By Roger S. Conrad on Jul. 6, 2014

The Environmental Protection Agency's (EPA) proposed rules on carbon dioxide (CO2) emissions create dange and opportunities for investors in utility stocks.

Finding Value in a Higher-Priced Market

By Roger S. Conrad on Jun. 6, 2014

Our Portfolios are a mixed bag in terms of their underlying businesses and growth drivers. But our holdings are on track for solid earnings and dividend growth over the long haul. These names don’t respond uniformly to changing business conditions or short-term market moves so diversification is key to reduce volatility.

Solid Results and Low Expectations Drive Returns

By Roger S. Conrad on May. 2, 2014

By and large, our favorite utilities and other essential-service providers have announced solid first-quarter results, while the market’s low expectations provides a blessing in disguise.

Strong Earnings Promise Outsized Returns

By Roger S. Conrad on May. 2, 2014

Rising dividends are the essential fuel for higher stock prices. And nothing is more critical for payout growth than healthy, expanding businesses.

Exelon Gets a Boost from Pepco Deal

By Roger S. Conrad on May. 2, 2014

Not one of the hundreds of regulated utility mergers over the past century has failed to create a stronger, healthier company. Despite skepticism in some quarters, Exelon Corp’s (NYSE: EXC) $6.8 billion purchase of Pepco Holdings (NYSE: POM) is also set for success.

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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