Through the first nine months of 2021, the Dow Jones Utility Average was up barely 1 percent. But after their fourth best Q4 since 1969, utilities’ 2021 return was actually 5 percentage points higher than the yearly average since 1993. It was also a good year for the three Conrad’s Utility Investor Portfolios. Top 10 DRIPs gained 19.5 percent on average, Aggressive Holdings 17.2 percent and Conservative Holdings 12.8 percent. Readers observing the discipline of recommended entry and partial profit taking points fared even better.
Next Issue : Feb. 14, 2022View Past Issues 
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Quarterly Earnings
NextEra Energy’s Results: Flashing Green for Renewable Energy Adopters
These days, the strongest players of a sector often soar and crash along with its weakest, depending on the latest investment fad. However, this also gives investors a historic opportunity to buy stocks of high-quality renewable energy adopters at very low prices. -
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.
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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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Income Insights
Utilities Will Beat Inflation in 2022
With inflation again on the move, it’s fair to ask how vulnerable the Utilities sector is to another 70s-style meltdown.
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Income Insights
The Hydrogen Economy: Reality and Hype
It’s been more than four decades since the Hindenburg disaster slammed the brakes on the era of hydrogen-fueled dirigibles. But nature’s lightest element continues to capture the world’s imagination as a clean, plentiful and potentially cheap energy source.
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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.
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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