Portfolio Update
Dealing with Volatility
- January 28, 2012
Portfolio Rules helped us to a double-digit overall return for 2011. The same discipline seems destined to support similar results in 2012.
Betting on Big Deals
- December 30, 2011
Once key but surmountable regulatory challenges recede, parties to deals announced in 2011 will likely enjoy a market bounce in 2012.
Near-Term Turbulence but Happy Portents
- December 3, 2011
Solid third-quarter numbers were no absolute cushion against short-term market volatility, but they’re the best guarantor of long-term dividend sustainability and growth.
Dividend-Paying Stocks: Still Your Best Bets
- October 1, 2011
The market’s bent toward “de-risking” in late summer and early fall is reflected in the UF Portfolio. Overall income stability is solid, however, and if history is any guide our picks will quickly recover any ground lost to short-term madness.
Resisting a Possible Recession
- September 2, 2011
The businesses backing Utility Forecaster Portfolio Holdings continue to put numbers that indicate their dividends will endure whether we re-enter recession or not.
Second-Quarter Numbers: Trending Bullish
- July 29, 2011
Macro conditions and market craziness can’t undo the wealth-building power of high-quality essential-service companies. On-the-ground results confirm that.
The Right Price
- July 1, 2011
The key to building wealth over the long term is to buy high-quality dividend-paying stocks at reasonable prices.
A Look at the Numbers
- May 27, 2011
Relevant metrics for dividend sustainability showed up generally positive for UF Portfolio Holdings in the first quarter, while for some companies we look forward to payout growth.
It's Still Stocks
- April 30, 2011
Dividend-paying essential-service equities are great wealth-building vehicles for the long term.
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 | ROGER CONRAD Editor: Utility Forecaster, Big Yield Hunting, Canadian Edge, Australian Edge, MLP Profits, Utility & Income |