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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
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.
Betting Wisely on Electricity’s Future
By
Roger S. Conrad on
Dec. 9, 2019
Cheap to mine, easy to burn and abundant almost everywhere: It’s easy to see why coal became the primary fuel for a century plus of global electrification. In fact, up until very recently, demand growth was actually accelerating.
A Stock Picker’s Market for Value
By
Roger S. Conrad on
Dec. 9, 2019
Now more than ever, it’s a stock picker’s market for utilities and essential services.
Last month, the Dow Jones Utility Average basically ran in place. But top-performer AES Corp (NYSE: AES) returned 10 percent, while the biggest loser Public Service Enterprise Group (NYSE: PEG) shed 5 percent.
The difference maker was investor expectations. AES beat a relatively low bar with third quarter earnings and updated guidance. Public Service failed a somewhat higher one, despite another solid performance at its core New Jersey utility.
AES is also a leading global adopter of renewable energy technology, including battery storage. And its 90 percent two-year total return—70 points better than the DJUA—was in large part simply closing the gap with sector leaders like NextEra Energy (NYSE: NEE).
11/21/19 Conrad’s Utility Investor Live Chat
By
Roger S. Conrad on
Nov. 15, 2019
Roger Conrad will host an online chat for Conrad's Utility Investor subscribers on Nov. 21, 2019 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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