Investing Topics: Value Investing
AT&T, Verizon and the Burden of Low Expectations
By
Roger S. Conrad on
Oct. 23, 2020
The top two companies that dominate this essential service industry have combined market capitalization of $440 billion and annual revenue of $300 billion plus, but still trade for an average of just 10 times expected 2020 earnings. They clearly suffer from the burden of low expectations.
When Hunting Value Stocks, Seek the Next AES Corp
By
Roger S. Conrad on
Aug. 24, 2020
Is the world’s economic cup half empty or full? With the fog of the November election campaign season fully descended, politics is affecting how many are answering that question.
Despite DAPL, There’s Still Life in Midstream
By
Roger S. Conrad on
Jul. 8, 2020
The key for investors isn't the fate of one pipeline or another. It's how well-positioned companies are to handle a setback at an asset they own or are building. We win by focusing on the handful of companies that are best-positioned to emerge from this shakeout.
Seeking Dividend Champions: Don’t Settle for Less
By
Roger S. Conrad on
Aug. 21, 2018
This week, Barron’s “5 Dividend Standouts,” asserted that “finding stocks with both attractive yields and strong dividend growth isn’t easy.” But I take issue with the article’s implication that individual investors can’t find stocks with generous and growing dividends on their own when there are 8 rock-solid, buy-rated essential services stocks in our Conservative Income Portfolio right now, yielding an average of 6 percent.
Canada’s Communications Champion Going Cheap
By
Roger S. Conrad on
May. 6, 2018
BCE Inc (TSX: BCE, NYSE: BCE) shares have touched a new 52-week low this month. Fortunately, the weakness is due to interest rate worries and a slide in the Canadian dollar as the core business remains strong. And the result is a buying opportunity for this Conservative Holding.
Our Buying Opportunity Finally Comes
By
Roger S. Conrad on
Apr. 13, 2018
This telecom titan finally trades below our value-based buy target.
Business is Booming
By
Roger S. Conrad on
Mar. 5, 2018
Our favorite turnaround story in the utility sector posted a blow-out fourth quarter.
Utilities as Growth Stocks?
By
Roger S. Conrad on
Feb. 18, 2018
Did electric utilities suddenly become growth stocks when the market wasn’t looking? Fourth-quarter results from the 200-plus companies we track in Conrad’s Utility Investor say that may be so, at least for some.
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.
A Next-Generation Telecom at a Last-Generation Price
By
Roger S. Conrad on
Jul. 9, 2017
A rapidly growing cloud services division makes this international telecom giant a great value play.
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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