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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
Vulnerable to Oil’s Decline
By
Roger S. Conrad on
Dec. 7, 2014
Recent changes to the Endangered Dividends List reflect the sharp drop in crude-oil prices.
Keeping our Balance
By
Roger S. Conrad on
Dec. 7, 2014
The stock market has dished out windfall gains and waterfall declines of late, thanks in part to all the upheaval in the energy sector.
Fortunately, we’ve enjoyed our share of hefty returns and have experienced only limited downside.
Our latest windfall came when NextEra Energy (NYSE: NEE) made Aggressive Income Portfolio holding Hawaiian Electric Industries (NYSE: HE) a takeover offer that the latter couldn’t refuse.
The solid performance posted by shares of regulated utilities this fall has been a welcome contrast to the wild action in the energy sector and has kept our Portfolio returns solidly in the black.
REITs: Don’t Settle for Average
By
Roger S. Conrad on
Nov. 30, 2014
Investors looking for big, safe yields from real estate investment trusts (REIT) will be better served focusing on company-specific stories instead of buying exchange-traded funds (ETF).
11/28/14: Oil Prices and Our Model Portfolios
By
Roger S. Conrad on
Nov. 28, 2014
Here's our take on the oil market's Black Friday and its implications for our Model Portfolios.
Finding Value in the Utility Sector
By
Roger S. Conrad on
Nov. 26, 2014
My take on the last of our Model Portfolio holdings to report quarterly results and where to find value in the utility sector.
The World’s Cheapest Utility Stock
By
Roger S. Conrad on
Nov. 25, 2014
The world's cheapest utility stock yields 27 percent based on its past 12 months of dividends. Although the utility won't be able to sustain this payout over the next 12 months, this deep-value name could be a worthwhile buy for aggressive investors who understand the risk and can afford to wait for some good news.
Read Headlines for Show, Follow the Numbers for the Dough
By
Roger S. Conrad on
Nov. 17, 2014
Washington brought plenty of sturm and drang last week, but it's still all about the earnings.
Utilities Enter the Spin Cycle
By
Roger S. Conrad on
Nov. 13, 2014
Expect more utilities to monetize assets and recycle capital by spinning off yieldcos and master limited partnerships.
Looking for Profits? Focus on Policy, Not Politics
By
Roger S. Conrad on
Nov. 9, 2014
Partisan politics are as old as the republic itself. But when it comes to making investment decisions, focus on policy and leave your own biases behind.
Sweet 16
By
Roger S. Conrad on
Nov. 9, 2014
Sixteen Portfolio holdings have reported quarterly earnings since the Nov. 4 Utility Roundup. Here’s our take.
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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