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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
Bond Update: Solid Returns in a Challenging Tape
By
Roger S. Conrad on
Jan. 2, 2017
Our basket of junk bonds outperformed in a challenging fourth quarter.
High Yielders vs Dividend Growers
By
Roger S. Conrad on
Dec. 21, 2016
A dividend cut hits investors with a double-whammy, reducing their current income and catalyzing a sharp selloff in the stock. In contrast, a steadily increasing payout eventually will push a company’s share price higher, particularly when it’s supported by the underlying business.
10 Trends for Essential-Service Stocks in 2017
By
Roger S. Conrad on
Dec. 20, 2016
The December 2015 issue of Conrad's Utility Investor emphasized the importance of diversification to generating differentiated returns in 2016. Despite a few laggards, that article's picks outperformed, generating an average total return of 18.6 percent. This year, we opted to highlight 10 trends that should drive outperformance.
Resolution for 2017: Don’t Be Afraid to Buy Low
By
Roger S. Conrad on
Dec. 11, 2016
Buying a stock when others are selling can be just as challenging psychologically as taking a profit on an investment that seems to rally every day. However, these incremental moves can help to juice your portfolio’s returns during periods of volatility.
Paying close attention to valuation worked well for us in 2016 and will again in 2017, when we’ll learn the extent to which an expansionary fiscal policy can prolong the bull market and accelerate economic growth.
This month’s feature article highlights 10 trends that could drive returns for the more than 200 essential-service stocks in our coverage universe.
Agility Test
By
Roger S. Conrad on
Dec. 11, 2016
Volatility defined this year’s action in utility stocks, giving agile investors an opportunity to juice their returns by buying and selling a bit more than usual.
10 Powerful Growth Trends for Essential-Service Stocks in 2017
By
Roger S. Conrad on
Dec. 11, 2016
These 10 trends should drive outperformance for investors who play them the right way.
More Midstream Cuts
By
Roger S. Conrad on
Dec. 11, 2016
Sunoco Logistics Partners LP's proposed acquisition of Energy Transfer Partners LP will result in a stealth distribution cut of 27 percent for the latter's unitholders. Meanwhile, Ferrellgas Partners LP slashed its payout by 81 percent. Readers who follow our Endangered Dividends List would have avoided this pain.
Thanks, Illinois!
By
Roger S. Conrad on
Dec. 11, 2016
A transformational deal enabled this power company to resume regular dividend growth. Now, Illinois lawmakers have granted the company zero-emission credits to ensure that its nuclear power plants in the state don't run at a loss.
Inside the Black Box
By
Roger S. Conrad on
Dec. 11, 2016
All business development companies are a bit of a black box, but the recent selloff in this stock reflects overdone concerns that the incoming Trump administration will pursue policies that curtail investment in renewable energy.
Deal Talk
By
Roger S. Conrad on
Dec. 5, 2016
We sift through the pending acquisitions involving companies in our Utility Report Card and highlight some potential takeover targets.
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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