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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

Stock Offerings: Time to Buy

By Roger S. Conrad on Jun. 16, 2014

A growing, capital-intensive business must regularly be fed with sales of debt and equity. Investors almost invariably fear such offerings as either dilutive or incurring more debt. But the lowest corporate borrowing rates in a generation have enabled companies to cut interest expenses with new debt offerings, eliminating their near-term exposure to rising rates. This week, we look at six Conrad's Utility Investor Portfolio holdings that have had recent offerings.

Energy Investing: It Pays to be in the Know

By Roger S. Conrad on Jun. 16, 2014

Now more than ever, investors looking to profit from the US energy boom must also pay attention to regulatory and legislative developments in Washington.

No Time for Complacency

By Roger S. Conrad on Jun. 6, 2014

There’s nothing like a convincing rally to silence bears. And utilities are still the best- performing sector this year, with the S&P 500 Utilities Index beating the S&P 500 by better than a 2-to-1 margin.

Our three Conrad’s Utility Investor Portfolios—Aggressive IncomeConservative Income and Top 10 DRIPs--have fared well, adding to solid 2013 gains. The biggest winners have been companies that analysts shunned earlier in the year; for example, formerly out of favor Exelon Corp (NYSE: EXC) has returned almost 40 percent.

Outperformance, however, should never be taken for granted. Even in sectors as stable as essential services, the high and mighty frequently change places with the outcasts.

Asia’s Power Play

By Roger S. Conrad on Jun. 6, 2014

Our best power play in Asia owns and operates high-quality electric power assets in Southern China and India--two markets with the best prospects for demand growth--and its empire is poised to keep overall earnings and dividends growing.

From Laggard to Leader

By Roger S. Conrad on Jun. 6, 2014

Hedgeye and Barron's called Kinder Morgan Energy Partners LP and its general partner, Kinder Morgan Inc. a "house of cards."  Richard Kinder, the partnership's Chairman and CEO, responded, "I'll buy, you sell and we'll see who's right."  Since then, this diversified owner of fee-based midstream assets has beaten its own first-quarter guidance, turning the market and burning the critics.

Finding Value in a Higher-Priced Market

By Roger S. Conrad on Jun. 6, 2014

Our Portfolios are a mixed bag in terms of their underlying businesses and growth drivers. But our holdings are on track for solid earnings and dividend growth over the long haul. These names don’t respond uniformly to changing business conditions or short-term market moves so diversification is key to reduce volatility.

Four Holds and a Sell

By Roger S. Conrad on Jun. 6, 2014

Four of the holdings in our Endangered Dividends List still have potential upside, but a questionable acquisition by one propane distributor rates a sell call.

Summer of Opportunity

By Roger S. Conrad on Jun. 6, 2014

Although the S&P 500 Utility Index has outperformed every other economic sector in the S&P 500 this year, disciplined investors have ample opportunity to lock in above-average yields on some of our favorites.

Exelon: Rewarding Our Patience

By Roger S. Conrad on Jun. 3, 2014

Exelon Corp (NYSE: EXC) continues to reward shareholders, topping the Dow Jones Utilities Average (DJUA). We also look at four other DJUA stocks from our Model Portfolios.

Secrets to Successful Income Investing

By Roger S. Conrad on Jun. 1, 2014

Dividend-paying stocks aren’t bond substitutes and never will be. Any investor who has sold these equities because of rising interest rates has lost big over the past 22 years. Those who do so now are playing with the same fire and, inevitably, will be badly burned.

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