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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

Full Disclosure: Key Takeaways from ESG Ratings

By Roger S. Conrad on Dec. 10, 2017
Investors win when companies do the right thing on disclosures.

Steady as She Grows

By Roger S. Conrad on Dec. 10, 2017
Holiday shopping for stocks? This Canadian powerhouse offers a unique value proposition for conservative investors in search of a safe yield with substantial upside.  

Another Chance to Buy

By Roger S. Conrad on Dec. 10, 2017
The recent pullback in this stock creates a buying opportunity for investors who missed it the first time.

No Longer A Keystone for TransCanada

By Roger S. Conrad on Dec. 6, 2017
We explore what the Nebraska Public Service Commission's approval of the Keystone XL pipeline's cross-border segment really means for TransCanada Corp.

Earning Their Upgrades

By Roger S. Conrad on Nov. 17, 2017
Two of our Portfolio holdings announced third-quarter results after the November issue of Conrad's Utility Investor hit the web.

Value vs Momentum

By Roger S. Conrad on Nov. 14, 2017
Rarely has the difference between leading and lagging stocks been as stark as today, thanks in part to the rise of passive investment strategies and exchange-traded funds that offer one-stop exposure to a sector, industry, or theme. And with the equity market trending higher, investors rightly question why they should go out on a limb by putting your money into an underperformer? Our model Portfolios have benefited from investors’ headlong rush into the utility sector, though 17 of our picks trade above our value-based buy targets. Other stocks can’t seem to catch a break, regardless of their earnings. Historically elevated valuations in the utility sector also create a scenario where investors tend to sell first and ask questions later, a dynamic that can create compelling buying opportunities. Remember what sparked a selloff in Dominion Energy (NYSE: D) in late January and early February 2017? Memory failed me despite all the time I spend in front of a Bloomberg terminal, taking notes on earnings calls and poring over quarterly results—I had to revisit my Feb. 3 Alert for all the gory details. This first-quarter hiccup fades into the background when you consider management’s guidance for stepped-up dividend growth and the stock’s 19 percent total return since that bout of profit-taking. In this market, investors must remain nimble and have the courage of conviction to distinguish real buying opportunities from falling knives—that comes from understanding a company’s underlying business. That’s why we dedicate so much time to analyzing quarterly results in the Utility Report Card and attending industry conferences.  

The Takeout Menu Narrows

By Roger S. Conrad on Nov. 14, 2017
With many potential takeover candidates trading at sky-high valuations, interest in whole-company acquisitions has waned. We review the current slate of deals involving names in our Utility Report Card and highlight our favorite takeover plays.

Learnings from Earnings: Upgrades and Downgrades

By Roger S. Conrad on Nov. 14, 2017
Most of the names in our Utility Report Card have reported third-quarter results, with a quartet of Portfolio holdings earning higher buy targets after surprising to the upside or announcing key company-specific developments.

Three Cuts

By Roger S. Conrad on Nov. 14, 2017
Three members of the Endangered Dividends List have cut their payouts since the October 2017 issue.

Following a Winning Playbook

By Roger S. Conrad on Nov. 14, 2017
This under-the-radar utility recently established a new growth platform that should build wealth for shareholders.

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