Most Utility Report Card companies report their Q4 earnings and update guidance later this month. But what I’ve already seen so far provides plenty of reason to be confident in best in class essential service businesses this year.
That definitely includes the 17 recommendations for which we now have numbers. As I highlight in the Portfolio discussion this month, more than a few of them have also proven to be reliable bellwethers for their respective sectors. And both Conservative Focus stock BCE Inc (TSX: BCE, NYSE: BCE) and Aggressive Focus stock Enel SpA (Italy: ENEL, OTC: ENLAY) are good examples.
Next Issue : Mar. 8, 2021View Past Issues 
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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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News and Analysis
These Offshore Wind Stocks are Still Cheap
Renewable energy stocks were popular well before the recent US elections. Since then they’ve really blasted off, but one group of renewable energy stocks have yet to feel the love.
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Investment Strategy
MDU Resources: Low Risk Bet on an Infrastructure Boom
At first glance, MDU Resources (NYSE:MDU) shows a fairly discouraging investment profile. But there are three very good reasons to expect much better in the next 12 months.
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News and Analysis
Algonquin Power: An Up and Coming NextEra at a Better Price
Strong regulated utilities combined with long-term contracted renewable energy generation: That’s the NextEra Energy (NYSE: NEE) business model. And not only does the formula work well, it’s become quite popular with investors.
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News and Analysis
Utility Bonds: High Green Yields in a Zero Rate Environment
Now more than ever, it’s a seller’s market for bonds of regulated electric, gas and water utilities. But our list of Fixed income picks features four bonds that trade below our recommended buy prices and meet my cardinal rule for buying any bond or preferred stock.
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Income Insights
The Great Texas Power Crisis: An Emerging Buying Opportunity
When a monthly power bill hits $1,700 plus, people are bound to wonder if there’s a better way to run an electricity market.
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Income Insights
The Great Texas Power Crisis: Winners and Losers
Single digit temperatures, record snowfall, millions of utility customers without service, nearly one-third of the state’s power generating capacity shut down and spiking electricity prices: That’s the damage so far from the Great Texas Power Crisis of 2021, which continues wreak havoc across the Lone Star State.
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Income Insights
Renewable Energy: Lessons from Robin Hood.com
Writing under the famous pen name Mark Twain, Samuel Clemens coined the phrase “history doesn’t repeat itself, but it often rhymes.”
I’m not the first to apply that bit of country wisdom to investing. But it’s always worth revisiting in the aftermath of extraordinary market events.
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Income Insights
Kinder Morgan and the Emerging Pipeline Shortage
Getting Kinder Morgan Inc's (NYSE: KMI) Permian Highway Pipeline on line and running was not without obstacles. And getting it past fierce opposition testifies to the strength of Kinder’s management
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Income Insights
High Quality Gas Utilities Are Cheap Again
Gas companies strengthened their case during pandemic-wracked 2020 by demonstrating extremely stable economics, paying generous dividends backed by ultra-secure and growing cash flows, and still remaining small enough to have perennial takeover appeal. Those strengths promise to make natural gas distribution a hot commodity again in 2021.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
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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