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Investing Topics: Value Investing

Key Themes for the Second Half of 2015

By Roger S. Conrad on Jul. 12, 2015
The utility sector is a mixed bag right now: Some stocks remain at elevated valuations and look ripe for profit-taking; others look like good buys for opportunistic investors.

Strategy Review

By Roger S. Conrad on Jul. 12, 2015
Heading into earnings season, we expect most of our Portfolio holdings to post solid second-quarter results. Nevertheless, the macro backdrop suggests that investors should take some profits off the table in their big winners and take advantage of any pullbacks to buy high-quality names.

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.

MODEL PORTFOLIOS & RATINGS

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