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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

Not the Time for Passivity

By Roger S. Conrad on Aug. 14, 2017
With the bull market in its ninth year and equity valuations at historically elevated levels, investors’ growing preference for passive and quantitative strategies seems risky at a time in the cycle when selectivity is critical to success. Giving up this control for lower fees strikes us as a heavy price to pay. Although our favorite utilities proved their worth by maintaining or growing their dividends throughout the Great Recession, these stocks weren’t immune to the gut-wrenching volatility that roiled the market. Weathering the inevitable storms is much easier if you took a little profit off the table when valuations reached unsustainably high levels—a practice we’ve advocated throughout the year. Investors should also remain opportunistic and snap up shares of high-quality companies that temporarily fall out of favor. To this end, we highlight some of our best ideas in the current market. Don’t forget to check out the Utility Report Card for our in-depth analyses of second-quarter results, as well as updated ratings and Quality Grades.

The Rise of the Machines

By Roger S. Conrad on Aug. 14, 2017
Accelerating adoption of the internet of things creates compelling opportunities for some of the companies covered in our Utility Report Card.

Learnings from Earnings

By Roger S. Conrad on Aug. 14, 2017
Even in this late-stage bull market, savvy investors can still find bargains without making too many concessions to quality. You just need to know where to look.

Best Bet in the Biggest Market

By Roger S. Conrad on Aug. 14, 2017
This telecom giant posted impressive second-quarter results, but its stock still trades at a discount valuation that fails to reflect its future prospects for earnings and dividend growth.

The Nuclear Option

By Roger S. Conrad on Aug. 14, 2017
Looking for value in the utility sector? Look no further.

Dividend Cuts A-Go-Go

By Roger S. Conrad on Aug. 14, 2017
Three of the four companies in our coverage universe that announced payout cuts this quarter were on our Endangered Dividends List.

AT&T and Verizon Communications: A Near-Term Surprise and Long-Term Promise

By Roger S. Conrad on Jul. 28, 2017
AT&T and Verizon Communications' second-quarter subscriber additions surprised to the upside, catalyzing a sharp rally in these telecom titans' stock prices. We explain the value of taking a longer view on these names.

Utility Regulators Grow More Assertive on M&A Terms

By Roger S. Conrad on Jul. 22, 2017
Mergers and acquisitions continue apace in the utility sector, but regulators have grown more assertive about ensuring that these deals happen on their terms.

Thoughts on Kinder Morgan’s Guidance and Second-Quarter Results

By Roger S. Conrad on Jul. 21, 2017
Kinder Morgan's management team unveiled a plan for the midstream giant to grow its dividend by 60 percent next year. Despite this big talk, the stock remains a show-me story.

07/10/17: Portfolio Moves

By Roger S. Conrad on Jul. 10, 2017
We've made a few opportunistic sales and purchases to round out the Aggressive Income Portfolio.

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