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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

Frontier Communications: Chapter 11 is No Protection

By Roger S. Conrad on May. 29, 2020

Communications sector leaders are playing a long game just now, sacrificing revenue gains from surging communications traffic, while absorbing the costs of building leading positions for critical applications to serve the exploding digital economy.

Southern Company’s Secret Weapon

By Roger S. Conrad on May. 23, 2020

In March 2008, Southern Company (NYSE: SO) became the eighth US electric company within a year to announce construction of new nuclear reactors. A dozen years later, Southern’s pair of 1.1 gigawatt capacity reactors at the Vogtle site in Georgia are the only AP1000s under construction in America. 

Total SA: Affirming the Super Major Business Model

By Roger S. Conrad on May. 22, 2020

Total SA's (Paris: FP, NYSE: TOT) first-quarter results are a warning to those who would bet against the future of super majors. The environment is changing, but the business model is alive and well.

Three Chinese Stocks Still Worth Your While

By Roger S. Conrad on May. 19, 2020

It’s no surprise that both the US and China’s political rhetoric is ratcheting up as the US approaches November elections. COVID-19 recriminations are just the latest catalyst for worsening what were already tense relations. Nonetheless, I’m staying with three Chinese essential service stocks.

PG&E Restructuring Winds Up: Here’s What’s Next

By Roger S. Conrad on May. 18, 2020

Final certification isn’t until May 22. But preliminary voting results show a strong majority in favor of PG&E Corp’s (NYSE: PCG) restructuring plan, allowing the California utility to exit the bankruptcy it entered in January 2019.

Q1 Earnings: First Brush with COVID-19 Fallout

By Roger S. Conrad on May. 11, 2020

About nine of every ten Utility Report Card coverage universe companies have now reported Q1 earnings and updated guidance. Takeaway number one: Even among essential services providers, COVID-19 fallout varies greatly.

Every earnings season my first priority for analysis is the Portfolio. Despite the unprecedented uncertainty, I’m happy to report the vast majority of recommended companies were able to issue meaningful guidance. And not only that, the updated forecasts are by and large in line with their expectations three months ago.

That’s truly extraordinary, considering the global economy has suffered its most dramatic setback since the Great Depression of the 1930s. There’s no guarantee even the best in class of essential services won’t ultimately succumb, if the big picture gets cloudy enough.

NTT: 5G Fires Up Growth

By Roger S. Conrad on May. 11, 2020

Communications traffic is surging while the global economy shrinks. By and large, sector companies didn’t convert that to higher profits or even revenues in Q1. But the emerging trend is faster adoption of 5G, with a resulting earnings liftoff for industry leaders the next few years.

Dominion Energy: Rate Basing Renewables for Growth

By Roger S. Conrad on May. 11, 2020

The customer is always right regardless of what business you’re in. And for regulated energy utilities like Dominion Energy (NYSE: D) now, that means using more wind and solar to generate electricity.

Portfolio Strategy: Informing Strategy with Results

By Roger S. Conrad on May. 11, 2020

Most CUI Portfolio stocks have run in place since the April issue. But the past month has been far from uneventful, with 34 of 38 recommended companies reporting their first results and guidance updates since COVID-19 fallout hit the scene.

Five Dividend Cuts and More Warnings

By Roger S. Conrad on May. 11, 2020

Five Endangered Dividends List companies cut dividends last month. For Covanta Holding (NYSE: CVA), NuStar Energy (NYSE: NS) and Royal Dutch Shell (NYSE: RDS/A), the decision was all about COVID-19 fallout.

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