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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
Utilities: Staying Strong on the Inside for Big Returns on the Outside
By
Roger S. Conrad on
May. 10, 2021
What a difference a few months makes in a momentum driven stock market! Earlier this year, it was our renewable energy stocks benefitting from frenzied buying of anything investors deemed to be “green,” with prices reaching generous profit-taking levels.
Now it’s our oil and gas pipeline stocks that investors can’t get enough of. And in contrast, Conservative Focus stock Brookfield Renewable Partners (NYSE: BEP) and Aggressive Focus stock Atlantica Yield (NSDQ: AY) are trading at positively attractive valuations. Even best in class wind and solar company NextEra Energy (NYSE: NEE) is in buying territory.
Atlantica Sustainable Infrastructure: A Yieldco Comes of Age
By
Roger S. Conrad on
May. 10, 2021
Last week, Atlantica Sustainable Infrastructure (NSDQ: AY) raised its quarterly dividend to 43 cents per share. That’s 4.9 percent higher than the year ago payment. It’s also what the company paid in December 2015, just prior to the bankruptcy of then parent Abengoa SA, making it a capstone for a remarkable metamorphosis.
Brookfield Renewable: Lower Entry Point Means Higher Returns
By
Roger S. Conrad on
May. 10, 2021
For nearly eight years as a Conservative Holding, Brookfield Renewable Partners (TSX: BEP-U, NYSE: BEP) has reliably built cash flow from a growing global portfolio of contracted hydro, wind and solar assets. Dividends have increased nearly 60 percent since my initial recommendation and face few hurdles to 5 to 8 percent annual growth.
Three Key Takeaways from Q1 Numbers
By
Roger S. Conrad on
May. 10, 2021
Publicly traded companies today must constantly navigate their way through a thicket of financial reporting regulations and litigation risk. So it’s no wonder most take their time releasing fiscal year results, filings and guidance. In stark contrast are calendar Q1 results.
The Other Side of Utility M&A
By
Roger S. Conrad on
May. 10, 2021
Last month, I highlighted two ways to bet on the rising tide of utility mergers and acquisitions. The most potentially lucrative are the 8 companies likely to fetch a high premium takeover offer in the next 12 to 18 months.
A Short List, But Heavy Debt Can Still be Deadly
By
Roger S. Conrad on
May. 10, 2021
Heavy debt and revenue under pressure: Those are always the two biggest risks to dividends. And when combined, a cut is usually on the way. Both are common maladies for the four remaining companies on my Endangered Dividends List.
5/12/21 Conrad’s Utility Investor Live Chat
By
Roger S. Conrad on
May. 7, 2021
Roger Conrad will host an online chat for Conrad's Utility Investor subscribers on May 12, 2021 at 2 PM Eastern time.
AT&T Inc’s Q1: Answering the Doubters, Gearing Up for Growth
By
Roger S. Conrad on
Apr. 25, 2021
There’s no doubt AT&T Inc (NYSE: T) faces some steep challenges in early 2021. Just days before the company announced Q1 earnings last week, a Wall Street Journal piece featured the views of a prominent bear under the headline “Is AT&T a Train Wreck?”
The company’s Q1 numbers and updated guidance, however, paint a far different picture.
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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