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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

Pipelines And Politics

By Roger S. Conrad on Jan. 30, 2017
Could Donald Trump's support for the controversial Keystone XL and Dakota Access pipelines foment local opposition to other energy projects?

The View From Yunnan: My Little Corner Of The Worldwide Web

By Roger S. Conrad on Jan. 12, 2017
Nate Conrad, Roger's eldest son, shares some of the nuances of internet us in China.

01/12/17: Closure On Indian Point And A New Portfolio Holding

By Roger S. Conrad on Jan. 12, 2017
The Conservative Income Portfolio gets a new member, and we weigh in on Entergy Corp's deal with New York state to close the Indian Point nuclear power plant.

The Election is Over: Focus on Fundamentals, Not Politics

By Roger S. Conrad on Jan. 10, 2017
Call it a quadrennial ritual: In the first weeks after the US presidential election, investors scramble to find the trades that will work best under the incoming administration. Invariably, they forget that US government policies are just one of many factors that can influence corporate earnings and investment returns. Eight years ago, the conventional wisdom assumed that the Obama administration would be toxic for the stock market, especially the health care, financial and energy sectors. With only a few weeks left in Obama’s second term, the S&P 500 is up 210 percent, with the health care and financial sectors outperforming. US oil and gas production also reached new heights under Obama’s watch. Conversely, despite rising adoption of renewable energy, Guggenheim Solar (NYSE: TAN)—an exchange-traded fund that offers one-stop exposure to solar-power stocks—burned up almost 80 percent of its value during Obama’s terms in office. Like Obama in 2009, President-elect Donald Trump will take office with his party in control of Congress, creating the potential for the new administration to deliver on promises to cut taxes, reduce regulation and promote infrastructure investment. The past eight years reinforce that Republicans may not accomplish everything they set out to do.

Picks and Pans for 2017

By Roger S. Conrad on Jan. 10, 2017
At the start of the new year, we roll out our top picks and pans among the various segments represented in our Utility Report Card. Last year’s picks generated an average total return of 22.9 percent, while our pans posted a 2.1 percent gain. We hope to build on this success in 2017.

Lessons from 2016 and Outlook for 2017

By Roger S. Conrad on Jan. 10, 2017
Two of our three model Portfolios outperformed the S&P 500 and Dow Jones Utility Average handily last year, while our aggressive picks lagged. We review what went right and what went wrong, with an eye toward refining our process.

Mind the Borrowing Costs

By Roger S. Conrad on Jan. 10, 2017
Rising interest rates will exert additional strain on all the names in our Endangered Dividends List. And the higher rates go, the greater the risk that these stragglers will seek to conserve cash by reducing their payouts.

A Good Bet for Value Investors

By Roger S. Conrad on Jan. 10, 2017
A lack of dividend growth has weighed on this stock's performance, but this utility continues to make progress toward resuming regular payout increases.

Day of Reckoning Approaches

By Roger S. Conrad on Jan. 10, 2017
This high-yielding preferred stock could reward aggressive investors with big returns. The company's fourth-quarter results and full-year guidance for 2017 will go a long way toward determining whether we hold our fold.

Bond Update: Solid Returns in a Challenging Tape

By Roger S. Conrad on Jan. 2, 2017
Our basket of junk bonds outperformed in a challenging fourth quarter.

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