Investing Topics: Utility Stocks
Barron’s Bashes Utility Stocks for All the Wrong Reasons
By
Roger S. Conrad on
Aug. 2, 2016
Utility stocks may be overdue for a pullback in the near term, but their future prospects remain undiminished.
Focus on Policy, Not Politics
By
Roger S. Conrad on
Jul. 10, 2016
Despite all the focus on the US presidential election, gubernatorial races and ballot initiatives at the state level will exert more of an influence on utility stocks. We review the key races and ballot measures as well as their potential implications for utilities in these states.
Utility Stocks Run Hot
By
Roger S. Conrad on
Jul. 10, 2016
Traders continue to rotate into utility and telecom stocks because of their defensive qualities and above-average yields. But with more than half of our Portfolio holdings trading above our value-based buy targets, investors should exercise caution.
Momentum, MLPs and Mergers
By
Roger S. Conrad on
Jun. 12, 2016
Momentum has carried utility stocks to historically high valuations, limiting the number of attractive buying opportunities. Master limited partnerships have also rallied hard from their nadir in February, but stock selection will become increasingly important going forward.
Assets in All the Right Places
By
Roger S. Conrad on
Jun. 12, 2016
Investments in solar power, the electricity grid, pipelines and gas-fired power plants will drive earnings and dividend growth at this utility over the next five years.
Aging Bull
By
Roger S. Conrad on
Jun. 11, 2016
Many of our Portfolio holdings have rallied hard over the past months, giving investors another opportunity to exit weaker names and take some profits off the table in their big winners.
Let’s Make a Deal: Utilities Take Advantage of Pipeline Companies’ Pain
By
Roger S. Conrad on
May. 2, 2016
Consolidated Edison's recently announced joint venture with Crestwood Equity Partners LP is the latest example of a utility leveraging its position as a demand-side customer and its low cost of capital to pursue ambitions in the midstream segment. Expect this trend to gain momentum in coming quarters.
Why Utility Stocks, Not Tesla Motors, Are the Smart Bet on Electric Cars
By
Roger S. Conrad on
Mar. 30, 2016
Investors prize utility stocks for their resilience, but don't overlook their upside exposure to several secular growth trends--including the electric car's long-term potential.
The Case for Utility Stocks
By
Roger S. Conrad on
Mar. 22, 2016
Utility stocks offer exposure to underappreciated growth drivers.
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
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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