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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
Vistra Energy: Power Play at a Bargain Price
By
Roger S. Conrad on
Jan. 12, 2020
When Vistra Energy (NYSE: VST) emerged from the TXU bankruptcy in late 2016, we weren’t optimistic. Wholesale electricity prices were in a multi-year slide, and the economics of the company’s coal heavy assets were eroding even faster.
Brookfield Buys Cincinnati Bell, Who’s Next?
By
Roger S. Conrad on
Dec. 26, 2019
Trial testimony has concluded in the court challenge of the proposed merger of two US wireless giants and we expect an early 2020 close. The real issue is whether management will be able to deliver on lofty expectations.
Eversource “Carbon Neutral” by 2030: What it Means for Utilities
By
Roger S. Conrad on
Dec. 19, 2019
New England-based Eversource Energy (NYSE: ES) is the latest US electric utility to target zero carbon dioxide emissions, with a far more aggressive timetable than the 2050 date set by its sector peers.
What’s Next for PG&E?
By
Roger S. Conrad on
Dec. 17, 2019
California’s wildfire insurance law passed last summer essentially requires Governor Gavin Newsom’s approval for any successful restructuring of PG&E Corp (NYSE: PCG). But the giant utility’s proposal is, in his words, “woefully short.”
South Jersey Industries To Exit Maryland and More Utility M&A
By
Roger S. Conrad on
Dec. 13, 2019
The flow of mergers of entire utility companies has dried up, relative to the heady pace of a few years ago. But management teams are still finding plenty of assets to buy and sell.
National Fuel Gas: Integrated Model Weathers Cheap Gas
By
Roger S. Conrad on
Dec. 9, 2019
Competition from “associated” natural gas in Texas and scarce takeaway capacity are weighing on the price of natural gas produced in Appalachia. That’s triggered a meltdown of regional producers in 2019, including a 50 percent plus decline in the largest, EQT Resources (NYSE: EQT).
South Jersey Industries: Regulated Franchise at a Reasonable Price
By
Roger S. Conrad on
Dec. 9, 2019
After a decade as the primary focus of utility M&A, regulated assets don’t come cheap. But when a high flyer drops back to a good entry point, we jump. And that’s now the case for natural gas distributor South Jersey Industries (NYSE: SJI).
Seeking Loaded Laggards
By
Roger S. Conrad on
Dec. 9, 2019
Only four of the 21 current Conservative Holdings trade below our maximum recommended entry point. That’s counting new addition and this month’s conservative focus stock South Jersey Industries (NYSE: SJI).
No Cuts this Time, but Two Companies Join the List
By
Roger S. Conrad on
Dec. 9, 2019
It’s survival of the fittest in the communications sector. And as rising competition, surging capital spending and tough regulation shrink free cash flow, the wave of dividend cuts is hitting all but the largest and strongest players.
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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