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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
Time to Pull the Plug on AT&T?
By
Roger S. Conrad on
Aug. 25, 2020
Chronic share underperformance, weak Q2 operating results and still-heavy debt raise the question - is it time to sell AT&T (NYSE: T)?
When Hunting Value Stocks, Seek the Next AES Corp
By
Roger S. Conrad on
Aug. 24, 2020
Is the world’s economic cup half empty or full? With the fog of the November election campaign season fully descended, politics is affecting how many are answering that question.
Once Again, Utilities Prove Their Worth
By
Roger S. Conrad on
Aug. 10, 2020
Roughly 10 percent of Utility Report Card companies have yet to report Q2 results and update guidance. That’s more than enough of a sample to draw one very powerful conclusion:
In the worst economy in 90 years, the utilities and essential services business model has proven its resilience.
Last quarter, US GDP contracted 9.5 percent and most of the world did much worse. But most coverage universe companies posted stable earnings that supported dividends and strong balance sheets. And they kept long-term growth strategies on track.
MDU Resources: High on Infrastructure
By
Roger S. Conrad on
Aug. 10, 2020
Utilities that diversify too far from regulated essential services usually wind up getting burned. But once in a while, a company with staying power is in the right place at the right time. That’s the case for MDU Resources.
Southern Company: High Quality at a Soon to Vanish Discount
By
Roger S. Conrad on
Aug. 10, 2020
In the May 23 Utility Roundup, I highlighted Southern Company’s (NYSE: SO) “secret weapon” in its odyssey to bring new nuclear construction over the finish line at the Vogtle site in Georgia: Observation of the startup and two years of operations at four facilities in China, built on the same AP1000 reactor model.
Resiliency Key in a Rising but Vulnerable Market
By
Roger S. Conrad on
Aug. 10, 2020
Q2 results and guidance updates are in for roughly nine in ten companies in our Utility Report Card coverage universe. And they’re in for 35 of the 40 represented in the Model Portfolios. I’ll send an Alert if the view changes for the handful left to report.
Three More Energy Cuts
By
Roger S. Conrad on
Aug. 10, 2020
Oil prices have stabilized around $40 a barrel the past two months. And a hotter than anticipated summer has pushed North American benchmark natural gas to more than $2 per million British Thermal Units.
The Big Picture From the Ground Up
By
Roger S. Conrad on
Aug. 10, 2020
Many analysts exclusively use big data to discover major economic and stock market trends. My problem with that is if you’re always 30,000 feet up, you’ll miss a lot of what’s happening on the ground. Utilities and essential services companies touch literally every corner of the economy. Consequently, talking a walk through their results every quarter is a great way to discern big picture trends from the ground up.
8/13/20 Conrad’s Utility Investor Live Chat
By
Roger S. Conrad on
Aug. 5, 2020
Roger Conrad will host an online chat for Conrad's Utility Investor subscribers on Aug. 13, 2020 at 2 PM Eastern time.
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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