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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
Sticking to the Plan
By
Roger S. Conrad on
Mar. 10, 2016
On Sept. 23, 2015, we issued an Alert swapping NRG Energy (NYSE: NRG) out of the Aggressive Income Portfolio and into NRG Yield (NYSE: NYLD), the yieldco associated with the ailing power producer. The swap couldn't have been timed better.
Northern Resilience
By
Roger S. Conrad on
Mar. 10, 2016
This Canadian pipeline owner boasts a strong balance sheet, relatively low cost of capital and a robust backlog of growth projects.
A Wave of Dividend Cuts
By
Roger S. Conrad on
Mar. 10, 2016
Nine of the more than 200 companies covered in our Utility Report Card have slashed their dividends since we posted the February issue of Conrad’s Utility Investor.
Focus on Strategy
By
Roger S. Conrad on
Mar. 10, 2016
Utilities take the crown as the S&P 500’s top-performing sector this year, with the group generating a total return of 10.5 percent. Much of this strength reflects the appeal of utilities’ resilient cash flow and generous dividends, qualities that make the sector a good place for investors to hide out in uncertain times. But every stock takes a hit in a bear market; savvy investors should bide their time and wait for valuations to improve.
Water World: An Interview with Chris Franklin, CEO of Aqua America
By
Roger S. Conrad on
Mar. 10, 2016
Aqua America continues its time-tested strategy of making smart capital expenditures and building scale in attractive jurisdictions through bolt-on acquisitions.
Yield with a Growth Kicker
By
Roger S. Conrad on
Mar. 10, 2016
Investors usually buy utility stocks for their resilient underlying businesses and generous dividend yields—qualities that become even more appealing during times of economic uncertainty and market volatility. But some of our favorite, best-in-class names offer exposure to compelling growth stories that could drive significant outperformance in coming years.
Fourth-Quarter Earnings in Review
By
Roger S. Conrad on
Mar. 4, 2016
We review fourth-quarter results for the bulk of our Portfolio holdings.
M&A: Exelon and Pepco Closer to Consummating Their Union
By
Roger S. Conrad on
Feb. 26, 2016
The District of Columbia's Public Service Commission looks set to approve Exelon Corp's proposed takeover Pepco Holdings, if the acquirer agrees to additional terms. Investors can expect more deals to come in the utility sector--and long delays for regulatory approval.
The Sun is Setting on SolarCity Corp, But Renewable Energy is for Real
By
Roger S. Conrad on
Feb. 22, 2016
SolarCity Corp continues to lose more money with each incremental sale. Meanwhile, electric utilities can leverage their low cost of capital, existing customer relationships and ability to recover capital expenditures in rate base to spur adoption of renewable energy.
02/10/16: Booking a 68% Profit and Other Portfolio Moves
By
Roger S. Conrad on
Feb. 10, 2016
We book a 68 percent gain on New Jersey Resources Corp and revisit a timely sale that saved us from further downside.
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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