Roaming Returns

033 - Tim's 6 Favorite Utility Stocks And Why 100s Of Others Didn't Make The Cut

February 03, 2024 Tim & Carmela Episode 33
033 - Tim's 6 Favorite Utility Stocks And Why 100s Of Others Didn't Make The Cut
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Roaming Returns
033 - Tim's 6 Favorite Utility Stocks And Why 100s Of Others Didn't Make The Cut
Feb 03, 2024 Episode 33
Tim & Carmela

Don't make the mistake of passing up on Utility stocks. Utilities aren't flashy but they're essential and more secure than most other sectors, which makes them a great portfolio hedge during recessions. 

It may look like Utilities have smaller dividend yields, but they increase their dividends year after year. That means the longer you hold them the higher your actual yield becomes. 

Slow and steady is usually considered boring, but that's how you win the game of investing.

What Tim looks for when he's combing Utility stocks

  • Yield
  • P/E vs industry
  • Profit margin 
  • 5 year dividend growth
  • Revenue growth
  • Payout ratio 

The tickers we discussed in this episode

  • NEE (electric) and NEP (renewable energy) 
  • BIP (electrical and natural gas) and BEP *** BIP is currently overvalued and BEP has a negative P/E. These are better Watchlist candidates then buys right now. 
  • UGI - natural gas
  • VZ - telecom but considered a utility stock
  • PBR oil and gas
  • BKH electric

A few other mentions

  • DUK
  • NFG 

Drop your comments or questions for this episode on one of our posts.  


If you're looking for a more detailed summary of this episode, click here.


We're trying to grow. Help us reach others who want to learn to invest with confidence. Spread the word and leave a review to help us rank in search. 

We appreciate your support!   

Stay connected. Follow us on social!

Questions, comments, or requests? Contact Us! We value your feedback.


Want FREE weekly investing tips, picks, and strategies delivered right to your inbox? Subscribe to our email list.

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

Show Notes

Don't make the mistake of passing up on Utility stocks. Utilities aren't flashy but they're essential and more secure than most other sectors, which makes them a great portfolio hedge during recessions. 

It may look like Utilities have smaller dividend yields, but they increase their dividends year after year. That means the longer you hold them the higher your actual yield becomes. 

Slow and steady is usually considered boring, but that's how you win the game of investing.

What Tim looks for when he's combing Utility stocks

  • Yield
  • P/E vs industry
  • Profit margin 
  • 5 year dividend growth
  • Revenue growth
  • Payout ratio 

The tickers we discussed in this episode

  • NEE (electric) and NEP (renewable energy) 
  • BIP (electrical and natural gas) and BEP *** BIP is currently overvalued and BEP has a negative P/E. These are better Watchlist candidates then buys right now. 
  • UGI - natural gas
  • VZ - telecom but considered a utility stock
  • PBR oil and gas
  • BKH electric

A few other mentions

  • DUK
  • NFG 

Drop your comments or questions for this episode on one of our posts.  


If you're looking for a more detailed summary of this episode, click here.


We're trying to grow. Help us reach others who want to learn to invest with confidence. Spread the word and leave a review to help us rank in search. 

We appreciate your support!   

Stay connected. Follow us on social!

Questions, comments, or requests? Contact Us! We value your feedback.


Want FREE weekly investing tips, picks, and strategies delivered right to your inbox? Subscribe to our email list.

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.