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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
One-on-One: What Our MLPs Told Us at the NAPTP Conference
By
Roger S. Conrad on
May. 28, 2014
Here's my take on what the CUI Portfolio and Utility Report Card MLPs had to say at the National Association of Publicly Traded Partnerships' MLP Investor Conference last week.
Portfolios: Where We Stand
By
Roger S. Conrad on
May. 21, 2014
Our Conrad's Utility Investor recommendations are beating the market to date, with our Aggressive Income Portfolio recommendations up an average of 21.6 percent, Conservative Income Portfolio holdings ahead 11.9 percent and Top 10 DRIPs Portfolio up 13.9 percent.
AT&T Goes Direct
By
Roger S. Conrad on
May. 20, 2014
AT&T’s (NYSE: T) $48.5 billion acquisition of DirecTV (NSDQ: DTV) is the second major telecom tie-up announced this year. Here's our take.
10 More Report: Q1 Is All In
By
Roger S. Conrad on
May. 13, 2014
Ten more companies have reported first-quarter earnings. Here's the rundown.
The Biggest Day of the Year for Income Investors
By
Roger S. Conrad on
May. 11, 2014
The National Association of Publicly Traded Partnerships' annual MLP Investor Conference is just around the corner.
More Numbers In Brief
By
Roger S. Conrad on
May. 6, 2014
Five more Portfolio holdings have reported earnings. Here's my take.
Exelon Corp Peps Up
By
Roger S. Conrad on
May. 3, 2014
Exelon Corp’s (NYSE: EXC) $6.9 billion all-cash takeover offer for Pepco Holdings (NYSE: POM) has gotten a mixed reception from investors, but the deal pushes the acquirer closer to resuming dividend growth.
Top Companies Still the Best Takeover Bets
By
Roger S. Conrad on
May. 2, 2014
This year is shaping up as a big one for utility mergers. The market value of companies in our Utility Report Card that have announced deals has already reached $237 billion. And Berkshire Hathaway (NYSE: BRK.A, BRK.B) has yet to pull the trigger. (See Buffett Still Eyeing Utilities.)
Thus far, a handful of giants account for virtually all the volume. That includes Aggressive Income Portfolio holding Exelon Corp’s (NYSE: EXC) all-cash bid for Pepco Holdings (NYSE: POM).
The new company immediately gains major synergies in the Mid-Atlantic region, providing financial support for its nuclear power plants in wholesale markets.
I never speculate on takeover stocks that can’t make it on their own--a bias that held me out of Pepco this year. But in the long run, Exelon shareholders will benefit the most from this deal, thanks to a low purchase price and numerous opportunities to upgrade underperforming regulated assets.
As for finding strong companies with takeover appeal, the key is business performance.
Solid Results and Low Expectations Drive Returns
By
Roger S. Conrad on
May. 2, 2014
By and large, our favorite utilities and other essential-service providers have announced solid first-quarter results, while the market’s low expectations provides a blessing in disguise.
Strong Earnings Promise Outsized Returns
By
Roger S. Conrad on
May. 2, 2014
Rising dividends are the essential fuel for higher stock prices. And nothing is more critical for payout growth than healthy, expanding businesses.
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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