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Executive Summary

When Markets Wobble, Focus on Strong Businesses

By Roger S. Conrad on Apr. 7, 2025

As of Friday’s close, the S&P 500 was down roughly -17.5 percent from its late February high. That’s officially a correction, and the most dramatic decline since February/March of 2020.

Utilities and essential services stocks have fared somewhat better. Year to date, the Utilities SPDR ETF (XLU) has lost less than a percentage point. The three CUI Portfolios are well in the black, as are two-thirds of Utility Report Card companies—50 by a double-digit percentage.

That’s solid outperformance. And I expect more going forward, as money rotates from bloated Big Tech to high quality stocks in other sectors.

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Roger S. Conrad

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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

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