ROGER S. CONRAD edits Utility Forecaster, a twelve-year-old newsletter from KCI Communications which has a subscription list of more than 20,000. He is also the coauthor of two other books.
Acknowledgments.
Introduction.
CHAPTER 1: A Shock to the System.
A New Paradigm.
Deep Roots.
Electrics Take the Bait.
Wholesale Changes.
A Taste of Armageddon.
Industry Profile: Jonathan Gottlieb.
CHAPTER 2: The High Price of Power.
Help Wanted: Power Plant Builders.
It's Gas, Gas, Gas.
Crisis of Confidence.
Industry Profile: Richard Osborne.
CHAPTER 3: Toward the Next Ma Bell.
The Rise and Fall of AT&T.
Vail's Revenge.
Secrets of Success.
The Next Ma Bell.
Industry Profile: Jim Linnehan.
CHAPTER 4: The New Politics of Water.
The Muni Monopoly.
The Worm Turns.
The New Order.
Water's Winners.
Diluting the Competition.
Industry Profile: Anton Garnier.
CHAPTER 5: The Foreign Invasion.
Going Global.
Back to the Future.
Why Go Abroad?
Managing Risks.
Winners and Losers.
Industry Profile: Dennis Bakke.
CHAPTER 6: Technology's Revolutionary Evolution.
Revolution's Evolution.
The Wireless Evolution.
Paradigm vs. Prophecy.
The Next Re-Evolution.
Industry Profile: John Howe.
CHAPTER 7: Riding the Boom.
Scapegoat and Savior.
Energy Efficiencies.
Wires and Pipes.
Wired for Growth.
Water Works.
The Winners' Circle.
Industry Profile: Nick DeBenedictis.
CHAPTER 8: Morgan, Mergers, and Money.
Empire Builders.
Back to the Future.
Picking Targets.
High Percentage Bets.
Consolidation's Limits.
Industry Profile: Robert Fagan.
CHAPTER 9: Hidden Treasure.
The Story of Diversification.
Success Stories.
Finding Assets.
Hidden Minefields.
Industry Profile: Rick Green.
CHAPTER 10: Five Rules for Investing Success.
Rule #1: Buy for the Long Haul.
Rule #2: Be Your Own Analyst.
Rule #3: Diversify.
Rule #4: Never Sell on Bad News.
Rule #5: Reinvest Dividends.
Industry Profile: Lowell Miller.
CHAPTER 11: The Surest Return.
Safety First.
Preferred Option.
Uncommon Common Stocks.
The Ideal Income Portfolio.
Industry Profile: Göran Mörnhed.
CHAPTER 12: The Consumer's Guide to Utility Deregulation.
Buyer Power.
Villains and Victims.
Tip #1: Take Control of What You're Paying For and Whom You're Paying.
Tip #2: Organize Whenever Possible.
Tip #3: If You Believe in Renewable Energies, Buy Green.
Tip #4: Use the Internet for Information.
Industry Profile: Tyson Slocum.
AFTERWORD Making Change Your Friend.
APPENDIX 1 Utility Data Bank.
APPENDIX 2 Mergers.
APPENDIX 3 Glossary.
APPENDIX 4 Model Portfolios.
APPENDIX 5 For Your Information.
Index.
