In Brief
Buy the Dips
- July 30, 2010
It's been a volatile though ultimately directionless summer, and there are plenty of potential triggers for more ups and downs ahead. UF Portfolio picks, however, are equipped to handle it.
Easy-to-Beat Expectations
- July 2, 2010
Rising power demand around the world means power utilities are ripe for the picking. Bargains can also be found in communications, water and energy infrastructure.
Double-Dip Theory
- May 28, 2010
Fear of a 2008-style credit crunch and collapse has gripped the market. Use any pullback to establish or add to UF Portfolio favorites.
Buy Stocks, Not Bonds
- April 30, 2010
Investors love bonds right now, despite the fact that yields are hardly attractive. Dividends paid by solid utilities are safer, however, and offer considerably more upside.
Danger: Whipsaws Ahead
- April 2, 2010
Utility stocks reported strong 2009 financial results. Those we hold in the Utility Forecaster Portfolio are set to generate gains through 2010 and well beyond.
Good Stocks, Cheaper
- February 26, 2010
Our biggest risk remains the threat of worsening regulation, particularly in the states. Strong balance sheets, low payout ratios and low investor expectations do provide a great deal of protection.
Buying Opportunity
- January 29, 2010
With the Philadelphia Utility Index still nearly 30 percent off its December 2007 high, utility stocks aren’t expensive. However, the yield differential between the strong and weak has narrowed sharply.
Happy Returns
- January 2, 2010
For the 34th time since 1969 utilities had a bullish fourth quarter, capping off an average 2009 profit of roughly 30 percent for Utility Forecaster recommendations.
Trading Range
- November 27, 2009
The UF Portfolio is well prepared for the day when utes again become interest-rate sensitive.
Fourth Quarter Rally
- October 30, 2009
The still-weak US economy and deteriorating regulatory relations in some states are big negatives. And utility stocks are still taking hits when the news is gloomy. But with balance sheets strengthening across the board, business risks are diminishing.
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![]() | ROGER CONRAD Editor: Canadian Edge, Utility Forecaster, Maple Leaf Memo, Utility & Income |


