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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

What’s Wrong with Telecom Stocks

By Roger S. Conrad on Nov. 23, 2022
Communications is a growing and essential service. And a new generation of 5G and eventually 6G wireless—augmented by fiber broadband networks—is on the cusp of spurring a global revolution in productivity.

Solid Earnings Drive Strong Returns

By Roger S. Conrad on Nov. 14, 2022

Q3 numbers and guidance updates are almost all in. And rarely if ever have I seen results so immediately consequential for utilities and essential service stocks—as investors ascertain whether business growth plans will withstand headwinds from inflation, rising interest rates and a potentially severe recession.

The 42 Utility Report Card companies raising guidance have answered any questions about their strength for now. And their stocks have staged a big recovery rally from October lows. That includes several companies that faced extreme doubt going into reporting season, notably Aggressive Focus stock AT&T Inc (NYSE: T) and Hannon Armstrong Sustainable Infrastructure (NYSE: HASI).

WEC Energy: High Quality Stock at Good Entry Point

By Roger S. Conrad on Nov. 14, 2022

Utilities’ investment plans require regulatory consistency to be successful. And for Conservative Holding WEC Energy Group (NYSE: WEC), November election results were pretty close to optimal for its $20.1 billion, 5-year CAPEX plan, increased this month from $17.7 billion.

AT&T’s Worth a Bet After Righting the Ship

By Roger S. Conrad on Nov. 14, 2022

Owning shares of AT&T Inc (NYSE: T) has been an exercise in patience since the retirement of visionary CEO Ed Whitacre—who forged the modern company by combining wireline and wireless franchises of four “Baby Bells” and several regional service providers.

Taking Our Cue from Q3 Results and Guidance

By Roger S. Conrad on Nov. 14, 2022

When the October issue of CUI posted, the Dow Jones Utility Average was underwater nearly -10 percent for the year. Now it’s close to even including dividends. That strong recovery also shows up in a brief scan of stock prices in this month’s Conservative Holdings, Aggressive Holdings and Top 10 DRIP tables. But it wasn’t exactly a buy everything moment either.

Lumen Cuts: Other Small Telecoms Could Soon

By Roger S. Conrad on Nov. 14, 2022

Wireline communications company Lumen Technologies (NYSE: LUMN) eliminated its quarterly cash dividend this month. That brings total year-to-date cuts in the Utility Report Card coverage universe to nine.

This Status Quo Election is Bullish for Utilities

By Roger S. Conrad on Nov. 14, 2022

Political parties are usually well down the list of reasons for bull and bear markets. But elections do have consequences, particularly in heavily regulated industries like utilities and energy.

What the Fed’s Latest Move Means for Income Seekers

By Roger S. Conrad on Nov. 3, 2022
It’s official: The Federal Reserve raised the target range for its Fed Funds rate to 3.75-4 percent. And accompanying “Fed speak” strongly implies more substantial increases ahead.

Utility Q3 Earnings Matter, and So Far They’re Great

By Roger S. Conrad on Oct. 29, 2022
So long as the Federal Reserve is on the warpath against inflation, risk of recession will be elevated. And that tilts the odds heavily in favor of lower stock prices over the next few months. The utility stock rally we’ve seen since the October issue of CUI posted, however, is proof positive that the trends powering sector outperformance this year are entrenched as ever.

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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