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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

A Big January But Conservative is Key

By Roger S. Conrad on Feb. 10, 2020

For the eighth year in the past 10, utility stocks finished January in the black. Every time but 2015, they finished the year that way, including a 27.3 percent boost in the Dow Jones Utility Average for 2019.

Conversely, you’d have to go back to 1987 to find a year when a strong January was followed by a sector selloff later on. Every other major DJUA decline was instead preceded by a first month selloff including 2008, 2002, 2001 and 1994.

A big January is therefore a favorable portent for our returns in 2020. So are the calendar Q4 earnings and guidance updates we’ve seen so far for Utility Report Card coverage universe companies, highlighted in the comments of this month’s table.

China Mobile: Building 5-G

By Roger S. Conrad on Feb. 10, 2020

Aggressive Holding China Mobile (Hong Kong: 941, NYSE: CHL) was our worst performing stock last year. But China’s largest communications company looks set to deliver much stronger returns going forward.

Comcast Corp: Business Model on Target

By Roger S. Conrad on Feb. 10, 2020

Intense competition, hefty capital spending needs and erratic regulation have made the communications sector an investment minefield. But Conservative Holding Comcast Corp (NSDQ: CMCSA) remains a model of consistency, adding new business while growing cash flow and dividends.

Bellwethers: Informing Strategy with Earnings

By Roger S. Conrad on Feb. 10, 2020

n the early stages of a bull market, it doesn’t matter so much when you buy but what. The key is load up on high quality stocks that are weathering the relevant economic and sector stress test.

Dividend Risk: Concentrated in Telecom

By Roger S. Conrad on Feb. 10, 2020

Energy pipelines are the highest yielding sector in our Utility Report Card coverage universe. Ironically, after a five-year bear market, dividend risk is actually quite low for the handful of companies and master limited partnerships we track.

Four Difference Makers to Bet on in 2020

By Roger S. Conrad on Feb. 10, 2020

So far this year, utility stocks have picked up where they left off 2019. The Dow Jones Utility Average gained 6.8 percent in January, its best performance for the year’s opening month since 2000.

2/13/20 Conrad’s Utility Investor Live Chat

By Roger S. Conrad on Feb. 7, 2020

Roger Conrad will host an online chat for Conrad's Utility Investor subscribers on Feb. 13, 2020 at 2 PM Eastern time.

Verizon’s Steady Focus Winning the 5-G Race

By Roger S. Conrad on Feb. 1, 2020

5-G communications networks promise to unlock a whole host of previously unimaginable applications as they’re rolled out over the next several years, and telecoms around the world are claiming a “lead” over rivals in the race to deploy them.

Time to Sell NextEra Energy?

By Roger S. Conrad on Jan. 25, 2020

Utility stocks have picked up in 2020 where they left off in 2019. The Dow Jones Utility Average reached an all-time high of 934 this week. So long as investors crave yield, there’s a case the sector will reach higher ground - but this story also has a less savory side.

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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