Is the US economy steadying, and is order returning to global
investment markets? The answers to these questions seem to play out
differently day to day in
stock prices.
To be sure, we’re still
seeing fallout in the US financial system from the overextending and
overleveraging of previous years. Stocks of financial companies in
particular have gone through what amount to mini-bull and mini-bear
markets, as the news flow turns from really bad to not so bad and back
again.
Elsewhere, however, performance is really a mixed bag.
Even some of the companies in the really hard-hit industries have
turned in positive surprises. US communications directory company
Idearc,
for example, took a major hit when it suspended distributions earlier
this year, putting the accent on a decline from a high last year of 38.
The company’s downward momentum, however, reversed dramatically
when it announced a huge upward first quarter
earnings surprise earlier
this week. Profits per share—which had been largely expected to
crater—actually rose 8 percent. The company also held anticipated
revenue losses from the prior year to just 5 percent—despite rising
competition in a generally weak economy—and expenses fell even faster
at 9 percent.
The results were pretty much in line with what
management had been saying beforehand. But it was in stark contrast to
the immensely negative sentiment that had built up around the stock
leading up to the announcement. And the result was a lot of unhappy
short sellers and happy bargain hunters who had been able to buy shares
at less than twice the lowest Wall Street earnings estimates for 2009.
Idearc
is by no means out of the woods yet, and it’s a suitable holding only
for the very risk tolerant. Nonetheless, the action in its share price
does
point out that negative sentiment on the downside often outruns
reality, just as rah-rah bullishness often outruns reality on the
upside in up markets.
As I’ve pointed out in previous issues of
Utility & Income,
weak markets such as we’ve seen since last summer are your best
opportunity to snap up companies cheap. The trick is twofold. First,
it’s critical not to get carried away and heavily weight your
portfolio
toward the
long shots in hopes of scoring monumental gains.
Hard
times amount to stress tests, and some companies are going to crack.
We’ve seen several good examples in this credit crunch/economic
downturn, particularly in the more economically weighted sectors. And
although it’s a high percentage bet that
Home Depot, for
example, is going to survive, the same can’t be said for many of its
weaker competitors in the home building and materials industry.
No
matter how well you pick your targets now, no one can realistically
foresee how bad things may get over the next few months. Another major
bank to report a huge unexpected writeoff would almost certainly
put
more pressure on the entire financial system. That means more stress
tests that the weakest may or may not be able to absorb. And given the
huge amount of suspect financial
assets still out there, it’s a fair
bet second quarter earnings won’t be all rosy for banks.
The
bottom line: You want to limit the number of bets you make on long
shots, no matter how attractive they look now. We can make a lot of
money buying the Idearcs now if they measure up. But we can surely lose
a lot, too, if things don’t break our way.
The second key to
buying low here is to choose your targets very carefully. First quarter
earnings give a pretty good indication of who’s measuring up to the
ongoing stress tests and who’s not. So a careful read of the numbers
and preferably scoping out transcripts of conference calls—which
happily are now available online for many companies on services such as
Yahoo! Finance—is mandatory.
Obviously,
this is time-consuming, hard work. But that’s the only way to tilt the
odds of success in your favor in this potentially profitable but highly
dangerous game. If you don’t take the time to really know your bets,
you’re trusting to luck, and that’s no way to play.
In my view,
the best battered fare to buy is companies from sectors with great
track records of weathering their woes. The yellow pages business is
somewhat on the borderline here because there are competitive pressures
that are changing the long-term picture as well as short-term stresses.
Idearc’s chief appeal is that sentiment had grown so
overwhelmingly negative that it more than prices in any reasonable
risk. But it’s going to be very challenged in coming quarters to take
its business to the Internet the way the sector’s star Canadian income
trust Yellow Pages Income Fund has—as demonstrated in its very
strong first quarter results. Unlike Yellow Pages, which is a solid
income and growth play, Idearc is a speculation.
Rural wireline
telecoms, in contrast, are a far more steady business. First quarter
results did show a general slowing of new broadband connections for
many companies, as well as a slight acceleration in the loss of basic
local phone line connections. Also, the universal service fund, long a
mainstay of revenue, may be coming under attack in Washington for
growing too large.
Nothing has happened yet on this front, nor
is it likely to in an election year. But the possibility has added to
uncertainly about the group in general this year.
Nonetheless,
rural wireline telecoms that have reported results thus far are still
showing very strong coverage of dividends that in some cases exceed
annual rates of 10 percent. One of the largest,
Windstream Corp,
actually posted very strong numbers for the first quarter, topping Wall
Street expectations handily as broadband growth remained strong, and it
controlled expenses and basic wireline customer losses. That translated
into a very strong
payout ratio of barely 50 percent of operating cash
flow and tremendous protection for its very generous
yield.
Fellow rural telecom
Citizens Communications
didn’t fare quite so well in new broadband connections or wireline
losses. But it did post very strong free
cash flow numbers that held
its payout ratio down to just 48 percent. Despite very tough business
conditions, that’s a lot of protection for a
dividend of nearly 10
percent.
Again, everything is far from perfect in this sector.
But the best companies are still putting up numbers that support their
distributions. As long as that’s the case, downside is limited, and the
sentiment on this group is far too negative. Sooner or later, share
prices will recover.
I also favor stocks of battered utilities. I’ve made this a theme of the
Utility Forecaster
advisory for many years and will for many more. The base case is, no
matter how bad things get for individual utilities, they can recover by
simply getting back to the basics of running their regulated essential
services businesses well and cutting debt.
No matter what the
economic environment, US electricity use has been on the rise for
100-plus years. Even the most strapped will pay up to keep the lights
on. And demand is expected to rise by another 30 percent by 2030.
That’s a lot of guaranteed revenue for power companies to build on.
As
companies and sectors that have been surviving the economic/market
stress tests so far, there’s been a lot of good news in first quarter
earnings. Energy companies are obviously doing well, with oil bursting
to more than $120 a barrel and natural gas moving toward $12 per
million British thermal units. But the good fortune extends to
electricity producers, particularly those selling into unregulated
markets.
As I pointed out last week, the Big Three of US communications—
AT&T,
Comcast Corp and
Verizon Communications—all posted blowout numbers in the first quarter. And that’s not likely to change no matter what happens to teetering
SprintNextel or its new
Clearwire venture.
The
overall stock market has seen some real ups and downs over the past few
months, including this week’s downward action. And it’s still severely
punishing businesses that are vulnerable to a weak US economy.
But
it’s also rewarding good businesses that post strong results. Make
those companies the focus of your overall portfolio. Then you can play
around with the long shots, secure that, even in a worst case, you’ll
still be in the game for long-term wealth building.
Speaking EngagementsTune
in as KCI’s LIVE webcast events air from the upcoming Money Show Las
Vegas. I will be presenting my latest insights and recommendations
surrounding this year’s central theme “Managing Your Portfolio in
Uncertain Times” at my presentation
The Best Stocks Money Can Buy.
Registration is FREE and can be completed at
MoneyShow.com, so please check out the KCI events and tune in May 12-15, 2008!
Roger Conrad
Roger S. Conrad is
editor of Utility Forecaster, the nation’s
leading advisory on essential services stocks, bonds and preferred stocks. His
proprietary safety rating system evaluates the prospects of every significant
electric, natural gas, telecommunications and water company, including
utility-based mutual funds and foreign utilities. Roger’s penchant for detailed
research and his studied insights into utilities markets have garnered him a
wide audience of subscribers—not to mention a bevy of industry awards for his
perceptive reporting, commentary and investment advice.
He brings the same
enthusiasm and intelligence to Roger Conrad’s Canadian Edge,
an Internet-based publication devoted to uncovering lucrative investment
opportunities in Canadian royalty trusts. Roger’s exhaustive coverage of how
recent changes to Canada’s tax laws will affect these companies has earned him
a reputation as one of the leading authorities on Canadian trusts. Subscribers
and the national media often contact him for information on the latest economic
developments and investment opportunities north of the border.
Roger is also
associate editor of Personal Finance and co-editor of Vital Resource
Investor, a subscription-based service that seeks opportunities for equity
investors in the natural resource markets across the world.
He holds a bachelor’s
degree from Emory University and a master’s degree in international management
from the American Graduate School of International Management (Thunderbird). In
addition, he is the author of Power Hungry: Strategic Investing in
Telecommunications, Utilities and Other Essential Services and coauthor of The
Agile Investor and Market Timing for the Nineties with Stephen Leeb.
He is also an avid outdoorsman and baseball fan.
View all articles by Roger Conrad