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Investment Strategy

Three Strategies for a Mixed Performing Portfolio

By Roger S. Conrad on Jan. 16, 2017
Many investors ask themselves the most questions when their portfolio is performing solidly mixed. First written in Conrad's Utility Investor, here are three strategies and considerations for when your investment next steps aren't clear. We also include thoughts on what's happening in the high yield space, given investor enthusiasm for such names in recent weeks.

10 Trends for Essential-Service Stocks in 2017

By Roger S. Conrad on Dec. 12, 2016
The December 2015 issue of Conrad's Utility Investor emphasized the importance of diversification to generating differentiated returns in 2016. Despite a few laggards, that article's picks outperformed, generating an average total return of 18.6 percent. This year, we opted to highlight 10 trends that should drive outperformance.

Economic Indicators on the Move

By Elliott H. Gue on Nov. 17, 2016
The Federal Reserve has contended with deflationary pressures and a slower rate of potential economic growth, challenges that have made it difficult to hike interest rates. Higher inflation and stronger GDP growth should enable the US central bank to hike interest rates without damaging the economy or triggering a selloff in the stock market. The prospect of accelerating economic growth, higher interest rates and reduce regulation should give financial stocks a boost.

The Value of Valuation

By Elliott H. Gue on Oct. 5, 2015
Valuations affect the S&P 500’s returns, but this impact manifests itself more clearly over the long haul. In other words, price-to-earnings ratios are a poor metric for timing the market, but a useful tool for investors looking to hold positions over a longer time frame. What does that mean for investors? The stock market looks expensive right now; historically, buying the S&P 500 at these levels would result in positive, but subpar, returns over the next 10 years

Warren Buffett’s Biggest Mistake

By Elliott H. Gue on Dec. 29, 2014
Warren Buffett's biggest investment mistake holds an important lesson for investors eyeing value opportunities in the energy sector. Finding success as a value investor requires patience, real analysis and an understanding of industry- and company-specific trends. Nostalgia and backward-looking stock screens won't be of much use. If you don’t believe me, just ask Warren Buffett.

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