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Issue No. 98
Sep. 6, 2021

Sweet Spots in Stormy Times

From Winter Storm Uri to Hurricane Ida, extreme weather is the emerging big story for utilities in 2021, just as the pandemic was last year. And now as then, well-executed responses are absolutely essential.

New Orleans-based Entergy Corp (NYSE: ETR) arguably has the most on the line at this time. The Portfolio section discusses its prospects, as well as those of other storm-hit utilities.

My other big theme this month is income. Borrowing rates for Utility Report Card companies are still near multi-generation lows, which means slim pickings for fixed income. But the Feature article shows there are still big, safe yields in less obvious places.

Next Issue : Oct. 4, 2021View Past Issues

  • 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.

  • 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.

  • Income Insights

    AT&T Inc’s Q1: Answering the Doubters, Gearing Up for Growth

    There’s no doubt AT&T Inc (NYSE: T) faces some steep challenges in early 2021. Just days before the company announced Q1 earnings last week, a Wall Street Journal piece featured the views of a prominent bear under the headline “Is AT&T a Train Wreck?” 

    The company’s Q1 numbers and updated guidance, however, paint a far different picture.

  • Income Insights

    Kinder Morgan’s Big Q1: More Than a One-Time Windfall

    Even without a repeat of the company’s Q1 windfall, the benefits to Kinder Morgan Inc.’s (NYSE: KMI) underlying business and balance sheet are likely to continue flowing throughout the rest of 2021 and beyond.

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ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b