There were zero dividend cuts last month. But that’s likely to change. Read More

Holding rates down is often a tool of vote-hungry politicians who won’t be around when their short-sightedness results in long-term damage to utility systems. Read More

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. Read More

Thirty-two companies in the Utility Forecaster coverage universe are paying more than 8 percent. Identifying solid companies temporarily undervalued is a great way to build wealth over the long term. Here's how to separate potential winners from falling knives. Read More

High-quality businesses that support growing dividends are what we’re after. That means focusing on the “micro” as opposed to the “macro.” Read More

You can’t ignore what’s happening at the macro level. But the most important numbers are the ones that come out of the individual businesses that we buy and hold. Read More

There are many reasons to be cautious but none to panic. Focus, as ever, on business quality. Read More