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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
Clearway Guides Higher, Bracing for Hurricane Florence
By
Roger S. Conrad on
Sep. 18, 2018
The Carolinas and Virginia are dealing with the aftermath of of Hurricane Florence. The storm’s high winds and flooding are certain to test the resiliency of regional essential service networks.
Storms, Accidents and Utility Stock Risk
By
Roger S. Conrad on
Sep. 17, 2018
Hurricane Florence continues to wreak havoc in the Carolinas. And there’s reason to believe the worst may be yet to come for some areas, and for a few essential services companies.
Time to Buy China, Safely
By
Roger S. Conrad on
Sep. 13, 2018
China is a country many Americans love to hate, whether the subject is geopolitical rivalry, trade or jobs. But the world’s second largest economy is consistently expanding.
Time to Party Like It’s 1998
By
Roger S. Conrad on
Sep. 9, 2018
It appears all the president’s men can’t put King Coal back together again.
Once again, US electric utilities have collectively yawned at a Trump Administration proposal to revive coal-fired power in the US, this time by stripping away regulations on plant upgrades to discourage shutdowns of older facilities.
Formerly one of the world’s largest users of coal, Duke Energy (NYSE: DUK) this month filed in North Carolina to speed up the closure of three large facilities by six years to 2024. The utility now plans to ultimately replace all coal capacity with cheaper natural gas, and a combination of wind, solar and energy storage increasingly favored by its regulators.
New Holding with a Fresh Start
By
Roger S. Conrad on
Sep. 9, 2018
Behind every successful yieldco is a deep-pocketed and motivated sponsor. Now NRG Yield (NYSE: NYLD) has one in privately held Global Infrastructure Partners (GIP).
On August 31, GIP closed its acquisition of NRG Energy’s (NYSE: NRG) ownership interest in the yieldco, changing its name to Clearway Energy Inc. Beginning September 17, 2018, the NYSE symbol for the shares will automatically switch to CWEN. NYLD “A” shares will trade as CWEN.A.
High Quality Midstream and Cheap Again
By
Roger S. Conrad on
Sep. 9, 2018
Conservative Holding Pembina Pipeline Corp (TSX: PPL, NYSE: PBA) is underwater -5.6 percent this year. That compares to a 7.4 percent return for the Alerian MLP Infrastructure Index.
Portfolio Strategy: Time for High Grading
By
Roger S. Conrad on
Sep. 9, 2018
It’s hard not to be cheered by this week’s strong news on US employment. Unfortunately, it takes a lot of strong portents to keep up with lofty investor expectations in year 10 of this historic bull market. And there’s no shortage of potential pitfalls to trigger reversals.
Dividend Cuts: Good News and Bad news
By
Roger S. Conrad on
Sep. 9, 2018
First the good news: Four companies earned an exit from the Endangered Dividends List this month without cutting payouts.
CenturyLink (NYSE: CTL) is off after a stock and bond rally following turnaround second quarter results. That eases cost of capital pressures on the dividend and merits a boost in our buy target.
Profits and Perils from Emerging Market Meltdowns
By
Roger S. Conrad on
Sep. 9, 2018
Some 20 years ago, the US stock market and economy were poised on a knife’s edge. The emerging market storm that started with the 1997 fiscal meltdown in Thailand had at last reached these shores.
The S&P 500 had already tumbled by more than 15 percent from its summer highs, and would go on to drop another 10 percent before touching bottom on October 8. Only dramatic action by then Federal Reserve Chairman Alan Greenspan and other central bankers stemmed the tide that in the end actually landed a major country in bankruptcy, Russia.
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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