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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
Portfolio Strategy: Lessons from 2021 for a Better 2022
By
Roger S. Conrad on
Jan. 14, 2022
Real wealth is built over years, not months. And only by buying and patiently holding shares of financially healthy, growing companies can we realize the full benefit of a rising stream of dividends and the capital gains that flow with it.
Where Weakness Lies
By
Roger S. Conrad on
Jan. 14, 2022
TransAlta Renewables Inc (TSX: RNW, OTC: TRSWF) has determined that it will have to replace all 50 turbine foundations at the Kent Hills 1 and 2 wind power sites—due to “deficiencies in the original design.”
Picks and Pans for 2022
By
Roger S. Conrad on
Jan. 14, 2022
Utility stocks are historically strong Q4 performers. And 2021 was no exception, with the 13.1 percent return by the Dow Jones Utility Average turning a weak year into a respectable showing. It was by no means a universal. The table “2021 Best and Worst” shows a gap of 172.7 percentage points between top performer Huaneng Power (Hong Kong: 902, NYSE: HNP) and the worst Just Energy Group (TSX: JE, OTC: JENCQ).
The Hydrogen Economy: Reality and Hype
By
Roger S. Conrad on
Dec. 18, 2021
It’s been more than four decades since the Hindenburg disaster slammed the brakes on the era of hydrogen-fueled dirigibles. But nature’s lightest element continues to capture the world’s imagination as a clean, plentiful and potentially cheap energy source.
Bear Market Values in a Wobbly Market
By
Roger S. Conrad on
Dec. 13, 2021
Welcome to the 101st issue of Conrad’s Utility Investor. And here’s to the next 100 plus!
With another coronavirus variant emerging and inflation the highest since 1982, it’s small wonder stocks are wobbling. But despite broad market uncertainty, the Dow Jones Utility Average is performing better than it has all year, up 8 percent since the end of September.
Utilities are the rare sector where earnings and dividends have grown into bull market prices. That’s no guarantee they won’t sell off if the stock market heads down. But investors with a longer-term horizon can buy the best in class at prices ensuring 10 percent plus annual returns, provided companies stay strong on the inside.
PPL Corp: Resetting Low-Risk, Long-Term Growth
By
Roger S. Conrad on
Dec. 13, 2021
Aggressive Holding PPL Corp (NYSE: PPL) trades at roughly the same price it did when I initially recommended the stock in October 2020. But the business restructuring we bet on is nearing the finish line.
Entergy Corp: Safe Growth at a Low Price
By
Roger S. Conrad on
Dec. 13, 2021
In a wobbly stock market, nothing beats a high, secure and growing dividend, backed by a strong business. And that’s what Conservative Holding Entergy Corp (NYSE: ETR) offers now.
Portfolio Strategy: End Year Decision Time
By
Roger S. Conrad on
Dec. 13, 2021
It’s decision time for our three Conrad’s Utility Investor model portfolios: The Conservative Holdings with best in class companies for consistent, reliable and robust earnings and dividend growth long-term, the Aggressive Holdings targeted for bigger gains as they overcome current challenges, and the Top 10 DRIPs Portfolio for long-term savers.
Pay Now, Cut Later
By
Roger S. Conrad on
Dec. 13, 2021
Starting in mid-May, investors haven’t treated shares of AT&T Inc (NYSE: T) very well. That’s when management announced the spinoff of Warner Media, and a still unspecified dividend cut.
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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