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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

Fed Policy in Focus

By Roger S. Conrad on Apr. 7, 2015
Earnings, not interest rates, will drive returns for dividend-paying stocks in 2015 and beyond.

04/06/15: Incoming and Outgoing

By Roger S. Conrad on Apr. 6, 2015
The latest addition to the Aggressive Income Portfolio boasts a storied past and a bright future. We also take a slight loss on a speculative trade that didn't pan out as planned.

A New Upside Driver for Utilities

By Roger S. Conrad on Apr. 5, 2015
Erratic economic growth and sinking energy prices have made investment in solar power an unexpected upside catalyst for US electric utilities’ earnings growth. Two days after closing the sale of its remaining gas- and coal-fired merchant plants, Duke Energy Corp (NYSE: DUK) announced plans to install 500 megawatts of solar power in Florida. This announcement followed on the heels of Duke Energy investing $225 million in REC Solar Commercial Corp—a deal that made the North Carolina-based utility an instant player in distributed electricity. The company also plans to roll out 720 megawatts of solar-power capacity in the Carolinas. Dominion Resources (NYSE: D) owns almost 25 gigawatts of nuclear and thermal power plants and operates more than 33,000 of natural gas pipelines. The utility has 400 megawatts of solar-power capacity under development in Virginia and another 744 megawatts across seven other states. Meanwhile, Sempra Energy (NYSE: SRE) and Southern Company (NYSE: SO) reportedly have contemplated forming yieldcos to finance their renewable-energy plans. NextEra Energy (NYSE: NEE), the nation’s leading producer of wind and solar energy, demonstrated the appeal of this structure with the market’s reception of NextEra Energy Partners LP (NYSE: NEP). For the same investment, utility-scale solar-power plants produce more than four times the electricity output by residential rooftop systems and twice as much as commercial distributed generation. Utilities’ existing customer relationships also give them a huge leg up in marketing rooftop solar-power systems. These realities put money-losing SolarCity Corp (NSDQ: SCTY), Vivint Solar (NYSE: VSLR) and other would-be usurpers at a huge competitive disadvantage. But the growth opportunity in solar power is great news for a utility sector contending with slackening electricity demand and pushback on rate increases. Read more about these risks and opportunities in my Special Report, Renewable Energy: How to Make Green and Avoid Red.

Bigger is Better

By Roger S. Conrad on Apr. 5, 2015
Now more than ever, scale and a low cost of capital are critical to success in midstream energy. This company has both in spades.

Life in the Spotlight

By Roger S. Conrad on Apr. 5, 2015
We examine how the stocks picked for each month’s Conservative and Aggressive Spotlights have fared since Conrad’s Utility Investor launched in August 2013, kicking the tires on a few underperformers and highlighting names that could be ripe for taking a partial profit.

The Incredible, Shrinking Dividends

By Roger S. Conrad on Apr. 5, 2015
Don't get caught out by surprise. Here's the latest on potential dividend cutters.

Utility Potpourri

By Roger S. Conrad on Apr. 5, 2015
Income-seeking investors have a lot on their minds these days. Here’s our take on topics that are of chief concern to our readership and our portfolio strategy.

A Storied History and a Bright Future

By Roger S. Conrad on Apr. 4, 2015
The latest addition to our Aggressive Income Portfolio boasts a long history and, more important, a bright future.

Playing Offense and Defense

By Roger S. Conrad on Mar. 16, 2015
Rising concerns about the Federal Reserve raising interest rates have started to push utility stocks back to reasonable valuations. Here's a winning strategy for playing offence during periods of elevated volatility and uncertainty.

SolarCity Corp: Sun-Dazed Investors Get Burned

By Roger S. Conrad on Mar. 9, 2015
SolarCity Corp has become the face of solar power in the US. But a charismatic CEO and disruptive business model aren't enough to paper over the company's dismal financial results.

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