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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

Challenges and Opportunities

By Roger S. Conrad on Dec. 7, 2014
We highlight the best buying opportunities in today’s market, including several names that trade at an unwarranted discount because of the severe downdraft in crude-oil prices.

Crude Oil and Our Model Portfolios

By Roger S. Conrad on Dec. 7, 2014
The precipitous drop in crude-oil prices continues to roil the market. Here’s the latest on our Portfolio holdings in the energy sector.

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.

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.

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