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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

11/15/16: Show Me the Money

By Roger S. Conrad on Nov. 15, 2016
The latest addition to the Aggressive Income Portfolio stands to benefit from a transformative transaction and an improving regulatory environment.

Hello, Missouri!

By Roger S. Conrad on Nov. 15, 2016
A transformative acquisition and improving regulatory environment should make our latest addition to the Aggressive Income Portfolio a winner.

Inside Man: Roger Conrad’s Best Ideas from the Edison Electric Institute’s 2016 Financial Conference

By Roger S. Conrad on Nov. 14, 2016
In this exclusive report, Roger Conrad shares his top takeaways and investment ideas from the Edison Electric Institute's 50st annual financial conference.

International Festival

By Roger S. Conrad on Nov. 8, 2016
International equities have fared far better this year than in 2014 and 2015, with the seven in our model Portfolios delivering an average total return of 17.2 percent in US dollar terms.

11/07/16: Stay Focused

By Roger S. Conrad on Nov. 7, 2016
Investors feeling anxious on the eve of the election should remain focused on profitable opportunities, not politics.

A Preview of the Most Important Conference for Utility Investors

By Roger S. Conrad on Nov. 7, 2016
The Edison Electric Institute's annual financial conference takes place this week. Here's a quick preview of some of the themes we'll dig into at this year's event.

Content is King When It Sits on the Right Throne

By Roger S. Conrad on Oct. 25, 2016
AT&T follows Comcast Corp’s example with a bold move into the content side of the business. Here’s our take on the deal and third-quarter earnings from some of our core Portfolio holdings.

Election 2016: What’s at Stake for Utility Stocks?

By Roger S. Conrad on Oct. 24, 2016
The upcoming gubernatorial elections could have important implications for utilities in these states.

The More Things Change, the More Some Utilities Profit

By Roger S. Conrad on Oct. 14, 2016
Critics who dismiss utilities as dinosaurs doomed for extinction aren’t paying attention to the forward-looking moves made by Edison International and some of its peers.

Correction in Progress: Stick to the Plan

By Roger S. Conrad on Oct. 11, 2016
For just the 18th time since the last World War, the S&P 500 Utilities Index has suffered a pullback of more than 10 percent from its previous high. Excluding dividends, these past swoons have averaged a 23 percent decline over a period of about 14 months. Our base case calls for further weakness in utility stocks, as the risk-reward balance remains skewed to the downside. Over the past several months, we’ve systematically reduced our exposure to names we wouldn’t feel comfortable holding in an economic downturn and taken partial profits on some of our big winners—many of which have pulled back 15 percent to 20 percent since early July. At the same time, our position in ProShares UltraShort Utilities (NYSE: SDP), an exchange-traded fund designed to deliver two times the Dow Jones US Utilities Index’s inverse daily performance, has gained about 18 percent since early July. We’ve also assembled a shopping list with dream prices for our favorite stocks. Although we remain committed to buying and holding high-quality stocks for the long haul, our recent moves have positioned us to profit from whatever lies ahead.  

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