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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

So Far, So good

By Roger S. Conrad on Feb. 10, 2015
Fourth-quarter earnings season rolls on; thus far, everything is as it should be for our Portfolio holdings.

A Survey of Canadian REITs

By Roger S. Conrad on Feb. 7, 2015
Canadian real estate investment trusts remain among the cheapest stocks for income-seeking investors.

Higher Valuations and the First Slug of Quarterly Results

By Roger S. Conrad on Feb. 3, 2015
The Dow Jones Utilities Average generated a positive return in January, a feat that often translates into a strong performance for the full year. High valuations, however, remain a risk. We highlight a few names where investors may want to consider taking profits off the table and dig into the first back of fourth-quarter earnings.

Takeover Time in MLP Land

By Roger S. Conrad on Jan. 30, 2015
A number of trends suggest that the MLP space is poised for consolidation. Here's how to play it.

01/26/15: Energy Transfer Partners LP to Acquire Regency Energy Partners LP

By Roger S. Conrad on Jan. 26, 2015
In a deal that was a long time coming, Energy Transfer Partners LP announced the $18 billion acquisition of Regency Energy Partners LP.

Utility Stocks in the New Year

By Roger S. Conrad on Jan. 19, 2015
With many utility stocks trading at record highs, even buy-and-hold investors should consider taking some profits off the table.

24 Hours Left Before Conrad’s Utility Investor Goes Up to $199/Year

By Roger S. Conrad on Jan. 19, 2015
The price of an annual subscription to Conrad's Utility Investor will increase to $199 per year in 24 hours. Current subscribers will continue to renew at their current discounted rate.

Utility Stocks and the Burden of High Valuations

By Roger S. Conrad on Jan. 17, 2015
With the Dow Jones Utilities Average trading at an elevated valuation, investors shouldn't be afraid to take some profits off the table in their big winners.

More Dividend Cuts to Come in Energy Sector

By Roger S. Conrad on Jan. 12, 2015
There's more pain to come for many high-yielding exploration and production stocks.

Essential Services in the New Year

By Roger S. Conrad on Jan. 11, 2015
The Dow Jones Utilities Average returned 30.7 percent in 2014—the index’s best showing since 2000. Telecoms, energy and most international stocks posted far less impressive results. Our Conservative Income Portfolio and Aggressive Income Portfolio posted solid gains last year, though uneven returns among individual holdings call for some tactical decisions in the new year. The Jan. 5 Utility Roundup included results for each of the 43 companies that graced our Portfolios in 2014. Returns range from a 20 percent paper loss in MDU Resources (NYSE: MDU) to an average gain of almost 50 percent on six positions we sold during the year. A year ago, conventional wisdom assumed that regulated utility stocks would get whacked by the Federal Reserve raising interest rates and lost sales to SolarCity Corp (NSDQ: SCTY) and other proponents of distributed solar power. This expectation enabled us to pick up some of our biggest winners last year on the cheap. Utility stocks find themselves in vogue this year. Exelon Corp (NYSE: EXC), for example, gained more than 40 percent in 2014 and now garners seven buy ratings from Wall Street analysts—up from zero at the year’s outset. But with the Dow Jones Utilities Average trading at almost 19 times earnings, good values are hard to find. Against this backdrop, the Utility Report Card includes more Hold and Sell ratings than at any other time since 2009. Bottom Line: In this late-stage bull market, it’s more critical than ever to stick to stocks that trade below our buy targets to avoid overpaying or taking on too much downside risk. Fortunately, savvy investors can load up on bargains in other essential-services industries...

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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