Investing Topics: Value Investing
Turnaround Gains Traction
By
Roger S. Conrad on
Mar. 11, 2017
After a dividend cut, this international telecom titan continues to make progress on its turnaround effort and remains an appealing value play.
A Rare Value
By
Roger S. Conrad on
Feb. 12, 2017
The market isn't giving this utility credit for reducing operating risk, shoring up its balance sheet and growing its dividend.
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.
Turning the Corner
By
Roger S. Conrad on
Aug. 8, 2015
With a return to dividend growth just around the corner, this undervalued utility is a great buy.
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.
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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