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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

Chevron Corp: Built to Last and Still Paying Out Big

By Roger S. Conrad on Nov. 8, 2021
Overcoming all manner of headwinds by sticking together, playing smart and ignoring those who counted them out: That formula carried baseball’s Atlanta Braves to a World Championship in 2021. And it’s what’s behind Chevron Corp’s (NYSE: CVX) comeback this year as well.

Lessons from Q3 Results

By Roger S. Conrad on Nov. 8, 2021

Conrad’s Utility Investor has three model Portfolios. Our Conservative Holdings focus on best in class companies on target for consistent, reliable and robust earnings and dividend growth, with the idea that investors will harvest rather than reinvest dividends. Our Aggressive Holdings also generally assume a buy and hold approach, including harvesting dividends.

One Cut, Three Exits and Two More to Watch

By Roger S. Conrad on Nov. 8, 2021
Shenandoah Telecom (NSDQ: SHEN) has settled on a new annual dividend rate of 7 cents per share, paid December 1. As expected, that’s a substantial haircut from the previous 34 cents. But after this year’s sale of wireless operations to T-Mobile US (NSDQ: TMUS) and the August special cash payout of $18.75 per share, it’s about the best outcome shareholders could have expected.

Hunting Deep Value in a High Priced Market

By Roger S. Conrad on Nov. 8, 2021

When a stock or sector trades at a meaningfully discounted valuation to market averages, there’s always a reason why. Sometimes there’s an opportunity for investors to cash in from closing that discount, if the reason proves temporary. And sometimes, the valuation gap persists or even widens, if the challenge behind it becomes more acute.

S&P Global Clean Energy Index: Making the Case for Picking Your Own Stocks

By Roger S. Conrad on Oct. 23, 2021
Is it possible to invest effectively in renewable energy without the stocks of world’s two largest producers of wind and solar? Standard & Poor’s apparently wants us to find out.

What Kinder’s Q3 Says About Midstream’s High Yields

By Roger S. Conrad on Oct. 21, 2021
Despite some setbacks, Kinder Morgan Inc. (NYSE: KMI) has adapted to where we are right now in the energy price cycle. But effective participation still requires discipline.

Energy Transition and Cycle: Huge Winners from Dissonance

By Roger S. Conrad on Oct. 20, 2021
This morning, America’s leading wind and solar power producer NextEra Energy (NYSE: NEE) announced outstanding Q3 results. This first major renewable energy producer to report gives solid confirmation that the global energy transition is alive and well, no matter what happens at the ongoing UN Climate Change Conference.

Rising Energy Prices and Interest Rates: Danger and Opportunity

By Roger S. Conrad on Oct. 11, 2021
October is the month with the reputation for hosting epic market crashes. But September has historically been the worst for stock returns. And this year’s results matched the trend, as the S&P shed close to 5 percent and the Dow Jones Utility Average more than 6 percent of its value. The silver lining is the vast majority of our Portfolio stocks are once again trading at reasonable entry points for fresh money. And ironically, specific company developments last month were strongly positive. Front and center is Illinois’ new energy law and its potential to accelerate growth for Conservative Focus stock Exelon Corp (NYSE: EXC) and deep value Vistra Energy (NYSE: VST).

CLP Holdings: Low Risk Bet on Asia’s Energy Explosion

By Roger S. Conrad on Oct. 11, 2021
Few places have seen more turbulence than Hong Kong the past few years. But equally, few utilities boast anything close to the continuing reliable and robust growth of CLP Holdings (HK: 2, OTC: CLPHY).

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