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Investing Topics: Utility Stocks

A Big Week For Earnings

By Roger S. Conrad on Mar. 3, 2014

Only two Portfolio holdings have yet to turn in earnings this reporting season. Aggressive Holding ENEL SPA (Italy: ENEL, OTC: ENLAY) will unveil its fourth quarter 2013 numbers on March 11. Conservative Holding Piedmont Natural Gas (NYSE: PNY) releases its first quarter fiscal 2014 results on March 7.

Follow The Money To Dividend Growth

By Roger S. Conrad on Feb. 7, 2014

With large financial institutions and exchange-traded funds (ETFs) dominating daily trading, markets are as volatile as ever.

Fortunately, the key to success in utilities and essential services is the same as it’s been for more than a century: Spotting where investment will earn a fair return, and following the money to a rising stream of dividends.

Solid January

By Roger S. Conrad on Feb. 4, 2014

As goes January, so goes the year. That old Wall Street adage doesn’t bode well for most of the stock market.

FirstEnergy’s Cut Unlikely To Repeat

By Roger S. Conrad on Jan. 24, 2014

This week, FirstEnergy Corp (NYSE: FE) announced the first electric utility dividend cut for 2014. Fortunately, it’s likely to be the last as well.

Utility Update: New Year Review

By Roger S. Conrad on Jan. 6, 2014

The Conrad’s Utility Investor Portfolios officially launched on July 31, 2013. Since that time, the Dow Jones Utility Average is off -2.3 percent, including dividends paid.

My Aggressive Income Portfolio is up by 9.3 percent, while the Conservative Income Portfolio has returned 3.3 percent.

Utility Update: Don’t Fear the Sun

By Roger S. Conrad on Dec. 30, 2013

US electric utilities have enthusiastically embraced renewable energy the past few years. That includes companies that have traditionally relied heavily on fossil fuels and nuclear energy.

Toasting in 2014 with a Glass more than Half Full

By Roger S. Conrad on Dec. 28, 2013

By any measure, 2013 was a great year to own stocks. It was also an exceptionally bad time to bet against the United States of America. And that remains the case as we open the page on 2014.

 

Utility Update: Good News For Good Stocks

By Roger S. Conrad on Dec. 23, 2013

Will Santa Claus visit utility stock investors this year? The sector was out of the gate quickly to start the fourth quarter of 2013. But concerns about the “tapering” off of Federal Reserve bond buying quickly slowed things down.

Utilities On Sale

By Roger S. Conrad on Dec. 13, 2013

Will the Federal Reserve really “taper” off its easy money policy? The stock market has already reacted, with dividend-paying stocks leading the selling: The Dow Jones Utility Average is now flat for the fourth quarter, after being up better than 5 percent through mid-November.

Surviving the Taper Trade

By Roger S. Conrad on Dec. 3, 2013

Barring a real financial earthquake, this will be the ninth year of rising interest rates since 1992.

2013 will also be the eighth of those nine that utilities and other dividend paying stocks finished in the black. The only exception was 1994, when deregulation fears upended electricity and communications.

Utilities also rose eight years when rates fell. All their biggest declines, however, were during years of falling interest rates, particularly 2008.

Utility stock prices ultimately reflect the health of underlying companies. Stocks of financially healthy companies with growing dividends always move higher. But when an economic calamity brings interest rates lower quickly, they can drop in a hurry.

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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