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  • Roger S. 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 built his reputation with Utility Forecaster, a publication he founded more than 20 years ago that The Hulbert Financial Digest routinely ranked as one of the best investment newsletters. He’s also a sought-after expert on master limited partnerships (MLP) and former Canadian royalty trusts.

In April 2013, Roger reunited with his long-time friend and colleague, Elliott Gue, becoming co-editor of Energy & Income Advisor, a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector.

Although the masthead may have changed, readers can count on Roger to deliver the same high-quality analysis and rational assessment of the best dividend-paying utilities, MLPs and dividend-paying Canadian energy names.

Articles

Resilient Renewables: Powering Utilities’ Q3 Growth

By Roger S. Conrad on Oct. 21, 2020

The first three Portfolio electric utilities have announced Q3 results and delivered guidance,  and the common thread for all three companies is they ignited robust underlying earnings growth by deploying new renewable energy generating capacity, despite pandemic-related pressures

Where this Election Will (And Won’t) Matter for Utilities

By Roger S. Conrad on Oct. 20, 2020

Elections always have consequences. They’re just rarely what investors think they will be—and almost never what’s declared beforehand in popular investment media.

Utility Stocks: New Life from M&A

By Roger S. Conrad on Oct. 12, 2020

A “rumored” merger offer from NextEra Energy (NYSE: NEE) did more than ignite a rally in Duke Energy (NYSE: DUK) shares this month. It appears to have breathed new life into the whole utility sector, which with few exceptions has consistently lagged the S&P 500 this year.

A comeback has been overdue for some time. US utilities demonstrated their business resilience in troubled 2020. And they’re poised to accelerate growth by cashing in as the world transitions to suddenly cheap renewable energy and adopts ultra-fast 5-G communications.

PPL Corp: 3 Reasons to Buy

By Roger S. Conrad on Oct. 12, 2020

PPL Corp’s (NYSE: PPL) potential sale of UK operations remains a threat to its dividend several weeks into the strategic review. Nonetheless, we’re adding the stock to the Aggressive Holdings now for three reasons.

CMS Energy: Renewables Growth with Takeover Upside

By Roger S. Conrad on Oct. 12, 2020

“Keep it simple” is a best practices business maxim that’s far easier to preach than practice. But when a company consistently sticks to it, superior results follow—as they have for nearly 20 years at Michigan electric and gas utility CMS Energy (NYSE: CMS).

What to Look for in Q3 Results

By Roger S. Conrad on Oct. 12, 2020

Surging prices for anything to do with renewable energy, lagging valuations for virtually everything else: That’s the current state of affairs for the Utility Report Card coverage as companies gear up to release results for now finished Q3.

No Cuts, But Some New Names

By Roger S. Conrad on Oct. 12, 2020

Essential services companies by their nature provide something that’s always needed. So it takes a major catastrophe this year’s pandemic and economic fallout to really shake up our Utility Report Card coverage universe.

Best Candidates for Another Burst of Utility M&A

By Roger S. Conrad on Oct. 12, 2020

Never buy a company just because it may get a takeover offer—unless you’d be happy owning if there’s never a deal. That’s a rule I’ve followed religiously for over 35 years in this business. It’s kept me away from some obvious targets like the former Sprint, which was ultimately bought after nearly going bankrupt.

Duke/NextEra and Another Wave of Utility M&A

By Roger S. Conrad on Oct. 2, 2020

Not even rock-solid business resilience to Covid-19 fallout has been enough to swing US electric utilities from laggards to leaders this year. But another wave of mergers and acquisitions just might do the trick.

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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