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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

Enel SpA: Renewable Energy Leader at a Dream Buy Price

By Roger S. Conrad on Mar. 14, 2022

Russia’s invasion of Ukraine and the unexpectedly severe global reaction to it have understandably triggered mass selling of any company with perceived exposure. Among the damaged is Aggressive Holding Enel SpA (Italy: ENEL, OTC: ENLAY).

Essential Utilities: Top Water Utility To Quench Market Fires

By Roger S. Conrad on Mar. 14, 2022
No sector comes close to the resiliency of regulated water utilities. And with the stock market and economy facing a combination of war, pestilence and the highest inflation in 40 years, it’s a great time to pick up shares of the best in class: Conservative Holding and Top 10 DRIP Essential Utilities (NYSE: WTRG).

Earnings and Guidance Are In, Here’s What I’m Doing

By Roger S. Conrad on Mar. 14, 2022

First off, everything I said in last month’s Portfolio discussion about reliable dividend growth goes double now. Companies that have it will beat inflation and grow your wealth in coming years. Those that don’t won’t.

Three Dividend Cuts, Another in Danger but No Sells

By Roger S. Conrad on Mar. 14, 2022

Korea Electric Power (Korea: 015760, NYSE: KEP) still hasn’t declared an annual dividend for payment next month. But the company is effectively priced for a zero payout, after announcing a record operating loss for 2021 and guidance for an even larger one this year.

Russian Invasion Fallout: Danger and Opportunity

By Roger S. Conrad on Mar. 14, 2022

Just when central banks were turning their attention to fighting inflation, the fog of war has descended on global stock markets. The invasion of a major wheat producer by a country with allegedly the world’s second most powerful military is plenty disruptive on its own. But so far as investment returns are concerned, the unprecedented and still escalating global sanctions on Russia are by far the main event. And with the ground shifting rapidly, it’s critical to be sure what we’re standing on is still solid.

Talking China: There’s a Big Opportunity in Energy

By Roger S. Conrad on Mar. 3, 2022
The eyes of the world are on fallout from Russia’s invasion of Ukraine. But energy investors would do well to instead check out my key takeaways from this week’s “U.S.-China Regional Dialogue Series: Forum on Innovation in Energy, the Environment and Sustainability.”

Holding Value in Volatile Times

By Roger S. Conrad on Feb. 25, 2022
As dominant providers of essential services, utilities enjoy a degree of revenue reliability in tough times that companies in other industries can only envy. We’re seeing that strength again in our recommendations’ recently reported Q4 results and guidance.

Seek Superior Dividend Growth to Beat Inflation

By Roger S. Conrad on Feb. 14, 2022

Stocks with sustainable 5 to 7 percent annual dividend growth: That’s how we’ll beat the current 40-year high in inflation, which pretty much caught the world’s central bankers napping.

The best place to hunt for companies to do that job is my Utility Report Card coverage universe—and particularly the stocks I recommend in the Conrad’s Utility Investor Portfolios.

Normally six months into a new quarter, the vast majority of companies I track would have released earnings and updated guidance. End-year filing requirements will extend the Q4 reporting period well into next month. But from what I’ve seen so far, the best in class are well on track to continue raising dividends faster than the current rate of inflation—and some much faster like Conservative Focus stock NextEra Energy Partners (NYSE: NEP) at 15 percent plus.

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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