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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

A Turnaround Tale for the Ages

By Roger S. Conrad on Mar. 7, 2014

This Aggressive Portfolio holding remains one of our favorite turnaround stories.

Green Shoots For Some

By Roger S. Conrad on Mar. 7, 2014

TransAlta Corp (TSX: TA, NYSE: TAC) has cut its quarterly dividend by 37.9 percent to 18 cents Canadian, starting with the April 1 payment. The new level is low enough to maintain at least the next couple years. As a result, I’m removing the company from the Endangered Dividends List.

Going Risky For Big Rewards

By Roger S. Conrad on Mar. 7, 2014

After two consecutive winning months, it’s hard to believe utility stocks had so many detractors to start 2014. And it’s even more difficult to find anyone who will own up to being bearish then or now.

Good Value is Hard to Find

By Roger S. Conrad on Mar. 7, 2014

The Bull Market turns 5 years old this weekend. That’s the average age most rallies have come apart, including the previous decade’s run that ended with the 2008 crash.

Happily, there’s plenty of differences between now and then. Consumers, businesses and even governments are far less leveraged. The global economy isn’t close to overheating. The US dollar is the hot commodity. And there’s still a wall of worry to climb, judging from the popularity of bear arguments on almost any subject.

It's undeniable, however, that real values are harder to come by. That's especially true for dividend-paying stocks. And though still nowhere close to 2007 levels, investors’ appetite for risk has grown. That includes piling into popular fare that have already scored big gains, as well as piling on with short sales of battered stocks.

In recent months, we’ve scored hefty profits in several unloved Aggressive Income Portfolio holdings that squeezed heavy short interest by posting better-than-expected results. That includes ENEL SPA (Italy: ENEL, OTC: ENLAY), which I’m taking a roughly 60 percent profit on in 7 months.

03/03/14: KMP’s Maintenance CAPEX

By Roger S. Conrad on Mar. 4, 2014

Kinder Morgan Energy Partners LP (NYSE: KMP) doesn't understate the maintenance capital expenditures in its natural-gas pipeline segment.

A Big Week For Earnings

By Roger S. Conrad on Mar. 3, 2014

Only two Portfolio holdings have yet to turn in earnings this reporting season. Aggressive Holding ENEL SPA (Italy: ENEL, OTC: ENLAY) will unveil its fourth quarter 2013 numbers on March 11. Conservative Holding Piedmont Natural Gas (NYSE: PNY) releases its first quarter fiscal 2014 results on March 7.

Forget T-Mobile: Telecom Is Still for Spenders

By Roger S. Conrad on Mar. 1, 2014

The massive loss T-Mobile USA (NSDQ: TMUS) reported this week hasn’t slowed the hyperactive tweeting of its CEO John Legere. Nor apparently has the news scared off his groupies on Wall Street, though that may have more to do with continuing takeover speculation.

02/26/14: Thank You, Barron’s

By Roger S. Conrad on Feb. 26, 2014

Nothing has changed since we first responded to Hedgeye Risk Management’s attack on Kinder Morgan Energy Partners LP (NYSE: KMP)--except that these views appeared in Barron’s, a magazine widely read by the retail investors that make up much of Kinder Morgan Energy Partners’ investor base.

More Earnings and Dividend Growth

By Roger S. Conrad on Feb. 24, 2014

Almost anything can affect stock prices in the near term. Long-term, earnings and dividend growth are what counts.

Keystone XL: Where It Matters

By Roger S. Conrad on Feb. 22, 2014

The uncertainty surrounding the cross-border leg of TransCanada Corp's Keystone XL pipeline hasn't diminished the company's growth prospects. We examine the investment opportunities behind the controversy.

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