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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
Atlantica Yield: Delivering on Dividends and Growth
By
Roger S. Conrad on
Nov. 11, 2018
The essential element of every successful yieldco is a deep-pocketed and motivated sponsor. Atlantica Yield (NYSE: AY) definitely has one in Algonquin Power & Utilities (TSX: AQN, NYSE: AQN), the financially strong North American utility that’s also a seasoned contract power project developer.
Aqua America Turns on the Gas
By
Roger S. Conrad on
Nov. 11, 2018
Conservative Holding Aqua America Inc (NYSE: WTR) produced a more than 22-fold return over the past quarter century. The simple formula for those gains: Acquiring small water systems unable to meet safe drinking water standards, upgrading them and passing along profits as consistent dividend growth.
Portfolio Strategy: Bedrock for Unsteady Times
By
Roger S. Conrad on
Nov. 11, 2018
Third quarter 2018 results are now in for all but a handful of the 200 plus coverage universe stocks. That also includes all Conrad’s Utility Investor Portfolio companies except Amerigas Partners (NYSE: APU), which reports next week.
I highlight analysis of key numbers and guidance in Utility Report Card. Readers can access either on the website under the “Portfolios” tab, or by simply printing out the accompanying PDF with your issue.
Cutting Dividends to Avoid Capital Markets
By
Roger S. Conrad on
Nov. 11, 2018
Buckeye Partners (NYSE: BPL) has cut its distribution for the first time in its 30-year plus history: A -40.6 percent reduction spot on with our expectation.
The move saves $300 million. That will fund modest capital spending without issuing new equity and make it easier to refinance the hefty $925 million in debt maturing through 2019.
Elections 2018: Utilities Fare Well But With Challenges
By
Roger S. Conrad on
Nov. 11, 2018
Elections have consequences. And few companies are as potentially exposed as providers of essential services like electricity, heat, water and communications.
This year’s voting was no exception. Typically, mid-term elections are ill-attended affairs where the more energized party ambushes the other. This time, however, both Democrats and Republicans came out to play with the highest turnout for a non-presidential election year since 1966.
Verizon: Beyond the Q3 Beat
By
Roger S. Conrad on
Oct. 26, 2018
Less than a year ago, investors could buy all the Verizon Communications (NYSE: VZ) they wanted at a price in the low 40s, but shares today are closing in on their all-time highs.
Renewable Energy Growth Drives Utility Earnings
By
Roger S. Conrad on
Oct. 24, 2018
NextEra Energy’s (NYSE: NEE) third quarter results are impressive, but the best news is inside that performance.
Kinder’s Message: Midstream is Healthy Again
By
Roger S. Conrad on
Oct. 19, 2018
Kinder Morgan Inc (NYSE: KMI) is gathering strength and holds favorable portents for the rest of the sector, but remains largely unappreciated by investors.
Utility Stocks: ‘Tis The Season
By
Roger S. Conrad on
Oct. 15, 2018
The final three months of the year are seasonally strong for utility stocks. Since 1969, the Dow Jones Utility Average (DJUA) has posted positive returns in 39 Octobers and 40 Q4s, including (barely) last year.
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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