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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
Inflation Shapes Performance In a Still Pricey Stock Market
By
Roger S. Conrad on
May. 9, 2022
The S&P 500 is down more than -13 percent year-to-date, as inflation worries have begun to morph into recession fears. But despite jagged volatility, the Dow Jones Utility Average remains in the black for 2022. In fact, 18 CUI Portfolio stocks are still priced above maximum recommended entry points, with Chevron Corp (NYSE: CVX) in partial profit taking territory.
No Cuts, But No Exits and One New Entry
By
Roger S. Conrad on
May. 9, 2022
If all management teams live within their means, there would be no need for an Endangered Dividends List. But reality is businesses take risks in good times that come back to burn them in bad ones. And the five companies on the EDL reporting Q1 results so far still have some very real vulnerability.
In a Shaky Market, Focus on Business Fundamentals
By
Roger S. Conrad on
May. 9, 2022
Last month, I highlighted five key drivers of the Dow Jones Utility Average’s early 2022 rally past the long-elusive 1,000 mark. Unfortunately, over the past month of so two major negatives have put a lid on upside. One is inflation pressure that’s up-ended the broad stock market, while accelerating the bond market’s decline.
The Sun’s Still Shining On Clearway Energy
By
Roger S. Conrad on
May. 9, 2022
Even before the Commerce Department launched its probe of imports from Southeast Asia, the cost of solar panel costs was as much as 50 percent higher in the US than Europe and Australia. And Solar Energy Industries Association members have cut 2022-23 installation forecasts by 46 percent, on the prospect of new retroactive tariffs as high as 250 percent.
Centerpoint Energy: Reduced Risk and Substantial Upside
By
Roger S. Conrad on
May. 9, 2022
Centerpoint Energy (NYSE: CNP) has been a big winner since we entered its convertible preferred stock in mid-2020, following a 48 percent cut in the common dividend. Now with shares trading at a premium valuation of 22 times expected next 12 months earnings, it’s fair to ask how much more upside we can realistically expect.
Essential Services and Inflation: Danger and Opportunity
By
Roger S. Conrad on
May. 8, 2022
The yield for 10-year Treasury bonds is now over 3.1 percent, more than double where it began 2022. And the US Federal Reserve has decisively moved to tighten monetary policy with a 50 basis point increase to its key Fed Funds rate. Yet the Dow Jones Utility Average is still very much in the black year to date.
Uncle Sam Up-ends US Solar: Here’s How to Navigate the Fallout
By
Roger S. Conrad on
Apr. 26, 2022
The Obama Administration called its energy policy for America “all of the above,” promoting breakthrough research on cleaner sources while sanctioning unprecedented construction of needed infrastructure including pipelines. Trump clearly favored “drill baby drill” over new wind and solar.
Under Biden, however, what we’ve seen for policy is often “none of the above.”
Utility Bellwethers: Portents from Q1 Results
By
Roger S. Conrad on
Apr. 23, 2022
Dow Jones Utility Average returns are now more than 17 percentage points ahead of the S&P 500 year to date. And 21 CUI Portfolio members trade above my highest recommended entry points. But that also means, despite recent stock market turbulence, they’re still high-priced enough for readers to consider cashing out a portion of their positions.
Utilities are Popular Again, Here’s How to Take Advantage
By
Roger S. Conrad on
Apr. 11, 2022
The Federal Reserve is getting serious about reining in inflation. And the kind of big money that never rests for long has apparently decided US utility stocks are an ideal haven.
The happy result: After lagging the past couple years, the Dow Jones Utility Average has pushed out to a 10 percent year-to-date return. That’s even as the S&P 500 has retreated -5.5 percent and the Nasdaq 100 is down -12 percent.
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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