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Investing Topics: Value Investing

A Turnaround Story Gains Traction

By Roger S. Conrad on Jul. 10, 2015
This global telecom giant continues to make all the right moves to return to dividend growth, but the stock still trades at a discount.

Utility Potpourri

By Roger S. Conrad on Apr. 5, 2015
Income-seeking investors have a lot on their minds these days. Here’s our take on topics that are of chief concern to our readership and our portfolio strategy.

The 10 Percent Club

By Roger S. Conrad on Mar. 7, 2015
Fears of rising interest rates have given traders an excuse to take profits on utility stocks after last fall’s big run-up. Investors with a longer time horizon have ample opportunity buy the high-quality names in our 10 Percent Club, a distinguished group of essential-services stocks that offer a compelling combination of current yield and potential dividend growth.

A Survey of Canadian REITs

By Roger S. Conrad on Feb. 7, 2015
Canadian real estate investment trusts remain among the cheapest stocks for income-seeking investors.

Three Keys for Successful Investing in the New Year

By Roger S. Conrad on Jan. 3, 2015
Our Model Portfolios in Conrad's Utility Investor outperformed in 2014. Here are the three keys we'll focus on in 2015 to keep the momentum going.

Finding Value in the Utility Sector

By Roger S. Conrad on Nov. 26, 2014
My take on the last of our Model Portfolio holdings to report quarterly results and where to find value in the utility sector.

Canada: Dividend Wonderland

By Roger S. Conrad on Sep. 21, 2014
From REITs to former income trusts, Canada is still a dividend wonderland for income-seeking investors.

US Utilities Walk Both Sides of the Street

By Roger S. Conrad on Sep. 13, 2014
By the end of 2016, energy companies will lock in the lion’s share of an estimated $600 billion in contracts for new infrastructure to process and transport surging US oil and gas production to market.   This construction boom creates an unprecedented opportunity for well positioned energy companies such as Dominion Resources (NYSE: D), which recently proposed a 550-mile pipeline to carry cheap shale gas to energy-hungry North Carolina and Virginia. (See Five Big Deals to Build Wealth.)   The pipeline project has stoked the usual opposition from environmentalists and concerned citizens who, by reflect, don’t want any energy-related infrastructure in their backyards.   Ironically, utilities have answered environmentalists’ call for more renewable energy, increasing wind generation from 6 billion to 168 billion kilowatt-hours between 2000 and 2013 and solar-power capacity by 70 percent since 2013. That’s a clear demonstration of how the best US utilities have walked both sides of the street in the debate over fossil fuels and renewable energy. As long as these companies earn a fair return on investment, they’ll continue to reward us with rising earnings and dividends.

Canadian REITs: Unloved Unreasonably

By Roger S. Conrad on Sep. 8, 2014
Canadian REITs trade at reasonable valuations, offer superior yields and generally operate more conservatively than their US peers.



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