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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: The State of Regulation
By
Roger S. Conrad on
Nov. 11, 2019
Elections have consequences. And that goes double when you operate a heavily regulated essential services business.
For most US states and localities, 2019 has been an off year with few contested races to bring voters to the polls.
There’s Still Time to Buy Telecom’s Big Three
By
Roger S. Conrad on
Oct. 28, 2019
The key takeaway from third-quarter results: The Big Three of US communications are still building wealth and selling cheaply.
NextEra Rolls On, But at a High Price
By
Roger S. Conrad on
Oct. 23, 2019
Is NextEra Energy (NYSE: NEE) really worth 27.3 times its next 12 months’ expected earnings? Enough investors seem to think so as shares hit a new all-time this week near $240.
Kinder Delivers in Q3, Other Midstream May Not
By
Roger S. Conrad on
Oct. 22, 2019
What we learn from sector-wide trends is not just key to investing in Kinder Morgan Inc (NYSE: KMI), but to the entire North American energy midstream sector.
Hunting the Hunter: Following Elliott’s Lead
By
Roger S. Conrad on
Oct. 12, 2019
How many companies can one private capital firm successfully take on all at once? Paul Singer’s Elliott Management seems determined to find out.
AES Dives Into Vietnam Energy, Here’s What’s Next
By
Roger S. Conrad on
Oct. 8, 2019
Vietnamese demand offers a massive opportunity for North American natural gas producers, power generators and LNG transportation and infrastructure.
Utilities To Triple Growth in 2019-20, Not All Will Advance
By
Roger S. Conrad on
Oct. 7, 2019
Wall Street consensus projects utility sector earnings growth will reach 6 percent in 2020. That’s triple this year’s anticipated 2 percent.
Accelerating sector growth is in marked contrast to diminished expectations for most industries. But even more impressive is how well insulated the primary drivers are from the macro environment.
For example, many companies will get a boost because they no longer have to issue equity to compensate for lower cash flow due to reduced tax pass throughs. They’ll get another lift from the massive decline in corporate borrowing rates since the start of 2019.
America Movil: High Growth at Low Price
By
Roger S. Conrad on
Oct. 7, 2019
Carlos Slim’s America Movil (Mexico: AMXL, NYSE: AMX) today is a global powerhouse serving nearly 280 million wireless and 85 million wireline customers in more than a dozen countries. Mexico is most important at a third of revenue, followed by Brazil at 20 percent and the US at 15 percent.
Chevron Corp: Safe Bet on Energy Convergence
By
Roger S. Conrad on
Oct. 7, 2019
Outside of regulated utilities, no group of companies has demonstrated greater long-term resilience than super oils like Top 10 DRIP Chevron Corp (NYSE: CVX). That’s still true despite what many consider their greatest challenge yet: Global decarbonization.
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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