“Reversion to the mean” should still be a top investing theme for 2025: With more loaded laggards vaulting to the front as AT&T Inc (NYSE: T) and Kinder Morgan Inc (NYSE: KMI) did last year, and the highest flying stocks coming back to earth. So far this year, however, more money has been going into market favorites than turnaround stories. And the result is 15 Conrad’s Utility Investor portfolio stocks sell above my highest recommended entry points, with three meriting taking profits. Conversely, 10 sell for less than Dream Buy prices. Those are entry points based on measures of business value—earnings multiples, book value and yield—that in the past have led to windfall gains. But investors aren’t yet biting, just as they’re not banking gains on moonshot winners like Constellation Energy (NYSE: CEG).
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Smart investing. Taking advantage of real opportunities and not fads (and knowing the difference). Finding the companies and stocks that will deliver for the long haul, so investing lets you live instead of investing turning into your life. Roger Conrad has dedicated his career to these principles—and that’s what Conrad's Utility Investor delivers.
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
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Warning: Falling Dividends.
Roger's current take and vital statistics on more than 200 essential-services stocks.