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Executive Summary

Utilities are Popular Again, Here’s How to Take Advantage

By Roger S. Conrad on Apr. 11, 2022

The Federal Reserve is getting serious about reining in inflation. And the kind of big money that never rests for long has apparently decided US utility stocks are an ideal haven.

The happy result: After lagging the past couple years, the Dow Jones Utility Average has pushed out to a 10 percent year-to-date return. That’s even as the S&P 500 has retreated -5.5 percent and the Nasdaq 100 is down -12 percent. 

In the March 25 Utility Roundup, I highlighted “reshoring” of investment in the US, general lack of exposure to Russia, business resilience and yields 2 to 3 times the average stock as catalysts for utility stocks’ “quiet rally.” And together, these factors should continue to provide a tailwind for the sector in coming weeks, along with possible tax cuts and more M&A.

The past month’s rally, however, has pushed prices for 27 Portfolio members above my highest recommended entry points. And several are now actually trading at levels where my  “Portfolio Holdings Trading Above Target” table (see Portfolio section) identifies them as ripe for taking a partial profit.

Conrad's Utility Investor

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What sets renowned income-investing expert Roger Conrad apart from the pretenders? His more than two decades of covering utility stocks and essential services—a wealth of knowledge and experience that you can’t find anywhere else.   

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.

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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