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Investing Topics: Value Investing

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.

Bonds: Still A Sellers’ Market

By Roger S. Conrad on Dec. 21, 2013

Ready to lock up money for 54 years at just 3.4 percent annual interest? More than a few investors did this week when their funds bought Enterprise Products Partners’ (NYSE: EPD) 7.034 percent bonds maturing January 15, 2068, a barely investment grade BBB- credit.

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.

Utility Update: AmeriGas Reports, ONEOK Spins

By Roger S. Conrad on Nov. 26, 2013

Shares of transmission line operator ITC Holdings (NYSE: ITC) have dropped more than 14 percent from the all-time highs reached in early November. The immediate catalyst: A group of industrial users have demanded the Federal Energy Regulatory Commission cut its allowed returns.

What’s Rate Sensitive and What’s Not

By Roger S. Conrad on Nov. 15, 2013

Taper talk is rife again in the financial media. And the all-too-familiar consensus is still that the Federal Reserve will abandon cheap money in the near future, driving up interest rates and sending dividend-paying stocks plummeting.

Burning Questions for Income Seekers

By Roger S. Conrad on Oct. 21, 2013

At its core, the stock market is about people. The numbers offer clues to the odds of company’s success. But as an analyst for nearly 30 years, I’ve found keeping tapped in to the market mood is no less essential.

Your Best US Default Insurance

By Roger S. Conrad on Oct. 11, 2013

Don’t believe everything you hear. The odds are still heavily in favor of enough Democrats and Republicans joining forces to prevent the first bona fide US default since the government operated under the Articles of Confederation.

Dominion Catches MLP Fever

By Roger S. Conrad on Sep. 17, 2013

Dominion Resources (NYSE: D) shares hit an all-time high this week. The catalyst: A proposed spin off of the company’s natural gas assets into a master limited partnership (MLP), with an initial public offering in the second quarter of 2014.

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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