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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

Utilities Will Beat Inflation in 2022

By Roger S. Conrad on Jan. 18, 2022
With inflation again on the move, it’s fair to ask how vulnerable the Utilities sector is to another 70s-style meltdown.

A Solid 2021 in the Books: Here’s How To Have Another in 2022

By Roger S. Conrad on Jan. 14, 2022
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.

AT&T Inc: Betting on the Sum of the Parts

By Roger S. Conrad on Jan. 14, 2022
First let’s agree Aggressive Holding AT&T Inc (NYSE: T) could hardly have done a worse job of selling investors on its plan to spin off Warner Media and merge it with Discovery Inc (NSDQ: DISCA).

Pembina Pipeline: Secure Income with Multiple Upside Drivers

By Roger S. Conrad on Jan. 14, 2022
Oil last closed over $100 a barrel on July 30, 2014. Since then, the S&P Energy Index has dropped by one-third, the Alerian MLP Midstream Index by 60 percent and the commodity-sensitive Canadian currency by 15 percent against the US dollar.

Portfolio Strategy: Lessons from 2021 for a Better 2022

By Roger S. Conrad on Jan. 14, 2022

Real wealth is built over years, not months. And only by buying and patiently holding shares of financially healthy, growing companies can we realize the full benefit of a rising stream of dividends and the capital gains that flow with it.

Where Weakness Lies

By Roger S. Conrad on Jan. 14, 2022
TransAlta Renewables Inc (TSX: RNW, OTC: TRSWF) has determined that it will have to replace all 50 turbine foundations at the Kent Hills 1 and 2 wind power sites—due to “deficiencies in the original design.”

Picks and Pans for 2022

By Roger S. Conrad on Jan. 14, 2022

Utility stocks are historically strong Q4 performers. And 2021 was no exception, with the 13.1 percent return by the Dow Jones Utility Average turning a weak year into a respectable showing. It was by no means a universal. The table “2021 Best and Worst” shows a gap of 172.7 percentage points between top performer Huaneng Power (Hong Kong: 902, NYSE: HNP) and the worst Just Energy Group (TSX: JE, OTC: JENCQ).

The Hydrogen Economy: Reality and Hype

By Roger S. Conrad on Dec. 18, 2021
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.

Bear Market Values in a Wobbly Market

By Roger S. Conrad on Dec. 13, 2021
Welcome to the 101st issue of Conrad’s Utility Investor. And here’s to the next 100 plus! With another coronavirus variant emerging and inflation the highest since 1982, it’s small wonder stocks are wobbling. But despite broad market uncertainty, the Dow Jones Utility Average is performing better than it has all year, up 8 percent since the end of September. Utilities are the rare sector where earnings and dividends have grown into bull market prices. That’s no guarantee they won’t sell off if the stock market heads down. But investors with a longer-term horizon can buy the best in class at prices ensuring 10 percent plus annual returns, provided companies stay strong on the inside.

MODEL PORTFOLIOS & RATINGS

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