Investing Topics: Utilities

Catalysts for Growth

By Roger S. Conrad on Jun. 17, 2017

In the first of a two-part series, we examine the potential upside catalysts–above and beyond dividends and their growth–for Lifelong Income Portfolio members. These catalysts offer important near-term potential as we enter the second half of the year.

The Regulatory Shifts Behind Stock Moves

By Roger S. Conrad on Jun. 17, 2017

Around the world and regardless of where they’re based, utilities returns on capital expenditures depend on regulatory decisions. Recent political changes have led to regulatory shifts with significant implications for this sector. Grab your passport, and let’s take a look at these recent changes.

The Search for Yield

By Roger S. Conrad on May. 12, 2017

Where can investors find big yields that won’t blow up in their faces?

Four Utility Stocks to Be Wary Of

By Roger S. Conrad on Apr. 9, 2017

Few things can be as damaging to an investment as a cut dividend. In this article, taken from a regular feature in Conrad's Utility Investor, Roger reviews four stocks he considers to be at risk of a dividend cut.

Utilities Bob as Macro Conditions Change

By Roger S. Conrad on Mar. 21, 2017

The Dow Jones Utility Average has returned more than 10 percent since early December 2016, outperforming the S&P 500 by a few percentage points. It’s now reached valuations where the risk-reward balance skews to the downside. In this environment, investors should evaluate the macro forces that could bat these stocks about in coming months.

Regulatory Relief For Utilities And Telecoms

By Roger S. Conrad on Feb. 12, 2017

With President Trump ringing the change in Washington, there’s plenty of good news for utilities and telecoms.

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.

And the Last Shall be First

By Roger S. Conrad on Dec. 28, 2016

With a few days left for tax selling in 2016, it’s fair to ask if the other underperforming stocks in the Lifelong Income Portfolio are worth unloading. Here’s why we’re sticking with each and what makes them likely to go from dogs to darlings in 2017.

History’s Take on Current Valuations of Utility Stocks

By Roger S. Conrad on Oct. 28, 2016

On average, the previous 17 corrections in “Utility Sector’s Post-War Swoons” ended after roughly 14 months and involved a decline of 23 percent, excluding dividends paid. What does that mean for today?

More Deals on the Horizon for Exelon?

By Roger S. Conrad on Apr. 19, 2016

Although Exelon could be forgiven for swearing off future deals after enduring a painfully drawn-out approval process for its acquisition of Pepco, the management team has expressed an appetite for another merger. If the company completed due diligence on an alternative acquisition, a follow-up deal could come sooner than you might expect.

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