Investing Topics: Yieldcos
A New Beginning
By
Roger S. Conrad on
Jan. 8, 2018
The undervalued stock has a checkered past--and a bright future.
Year-End Housekeeping
By
Roger S. Conrad on
Dec. 10, 2017
With 2017 winding down, investors’ focus naturally shifts to portfolio maintenance and positioning for the new year. We review our big winners for potential profit-taking and our few laggards for tax-loss selling.
Another Chance to Buy
By
Roger S. Conrad on
Dec. 10, 2017
The recent pullback in this stock creates a buying opportunity for investors who missed it the first time.
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.
The Last Bargain in Yieldco Land
By
Roger S. Conrad on
Sep. 9, 2017
Maligned for an ostensibly broken business model earlier this year, the yieldcos covered in our Utility Report Card have rallied hard, rewarding patient investors with impressive gains. After this run-up, only one yieldco still trades below our buy target.
The Future is Electric
By
Roger S. Conrad on
Jul. 9, 2017
Tough talk from the Trump administration doesn’t change the economic factors driving massive changes in the US energy landscape. Regulated utilities appear particularly well-positioned to profit from this epic transition.
Distinguishing the Buys from the Sells
By
Roger S. Conrad on
Jun. 12, 2017
Despite lofty valuations in the utility sector, 16 of our Portfolio holdings still trade below our buy targets. We highlight some of our favorite opportunities for conservative and aggressive investors.
Final Earnings Notes for Q1
By
Roger S. Conrad on
Jun. 5, 2017
We take a look at the handful of Portfolio holdings that reported first-quarter results after the May issue hit the web.
Pick Your Prices and Your Stocks
By
Roger S. Conrad on
Apr. 15, 2017
With first-quarter earnings season around the corner, we explain how investors can tune out the noise and focus on what really matters.
The Search for Yield
By
Roger S. Conrad on
Apr. 15, 2017
With many utility stocks trading at frothy valuations, a big yield is hard to find.
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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