Credit whatever you want for breaking the logjam in the US Congress. But starting next year, US electricity, natural gas, telecom and water utilities will enjoy unprecedented federal government largesse to support capital spending plans, courtesy of the $1.2 billion infrastructure law passed last week with bipartisan support. The August feature article archived on the CUI website highlights my list of winners from the coming spending boom. They include well-placed developers of renewable energy and hydrogen, broadband deployers and utility construction companies.
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Quarterly Earnings
What Kinder’s Q3 Says About Midstream’s High Yields
Despite some setbacks, Kinder Morgan Inc. (NYSE: KMI) has adapted to where we are right now in the energy price cycle. But effective participation still requires discipline. -
News and Analysis
Mid-Summer Update: Business Momentum Picks up Steam
Our best in class utilities and essential services companies proved their resilience in pandemic-riddled 2020.
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News and Analysis
Utility Bonds: Navigating Risk in a Low Reward Market
With companies ramping up investment on everything from renewable energy to storage and grid upgrades, utilities will eventually come back to the debt market. I expect many will favor low-cost green bonds
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News and Analysis
5G Spectrum Auction Winners: Maybe Not Who You Think
The results are in for the most expensive wireless spectrum auction in US history. The question for the Big Two is whether their huge outlay will produce the revenue and cash flow to be worth it.
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News and Analysis
Why I Bought More Dominion Energy
Dominion will be an early beneficiary of Biden Administration energy policies regarding permitting for offshore wind facilities.
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Income Insights
S&P Global Clean Energy Index: Making the Case for Picking Your Own Stocks
Is it possible to invest effectively in renewable energy without the stocks of world’s two largest producers of wind and solar? Standard & Poor’s apparently wants us to find out.
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Income Insights
Energy Transition and Cycle: Huge Winners from Dissonance
This morning, America’s leading wind and solar power producer NextEra Energy (NYSE: NEE) announced outstanding Q3 results. This first major renewable energy producer to report gives solid confirmation that the global energy transition is alive and well, no matter what happens at the ongoing UN Climate Change Conference.
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Income Insights
Into the Wilds
I’ve been an adult volunteer for Scouting BSA since my oldest son entered Tiger Cubs almost 20 years ago. So I wasn’t going to pass up the opportunity to accompany my youngest to Philmont Scout Reservation in northern New Mexico earlier this month, my third and likely final trek to scouting’s paradise.
Unlike the highways my oldest son and I took on our cross-country journey in early June, there’s not a lot of connectivity in the backcountry. And I’d never have been able to stay off the grid were it not for the support of Elliott Gue, my partner of more than 8 years at Capitalist Times.
Nonetheless, as with the June trip, I picked up several investment insights I’d like to share with you now. -
Income Insights
Bidding War! Midstream M&A’s Train Picks Up Steam
Too many small owners lacking critical scale, and unprecedented roadblocks to new energy pipeline infrastructure was at the core of the wave of US oil and gas midstream dividend cuts and bankruptcies of the past few years. But now those same forces are spawning something considerably more positive for investors.
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Income Insights
What to do With AT&T
In the May 18 Alert “Hold AT&T for Now,” I advised “sticking with our shares until the immediate market reaction shakes out.” That remains my advice for four reasons.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
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Conservative Income Portfolio
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Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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