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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
Portfolio: What’s Important From Q2 Earnings
By
Roger S. Conrad on
Aug. 11, 2018
Whether your primary investment objective is income, safety, capital growth or short-term gains, earnings reporting season is where the rubber meets the road.
For traders, market reaction is what’s most important. For investors in our three Conrad’s Utility Investor model portfolios, it’s the actual numbers and guidance that determine whether companies are still on the right track, and therefore if we want to stick with them.
Merging to Cut Distributions
By
Roger S. Conrad on
Aug. 11, 2018
Enbridge Inc (TSX: ENB, NYSE: ENB) management isn’t budging from take under offers for its US MLP affiliates Enbridge Energy Partners (NYSE: EEP) and Spectra Energy Partners (NYSE: SEP). That boosts the odds the proposed stock-for-stock exchange ratio will hold, along with distribution cuts of 40 percent for Enbridge and 10 percent for Spectra.
Big Yield Hunting The Utility Way
By
Roger S. Conrad on
Aug. 11, 2018
Giant accounting firm Ernst & Young LLP projects more than 60 percent of Americans will outlive their investment portfolios. Some will over spend. But the greatest threat to all is simply poor investment returns: The result of lacking a disciplined income strategy and relying on investments that sacrifice too much potential return for a dubious promise of safety.
I definitely count cash alternatives and the vast majority of bonds in that category. As our table “High Yields With Upside” highlights, we’ve done very well buying undervalued fixed income from our Utility Report Card universe of essential services companies.
Propane Distributors: Unloved Big Yields and Ripe for M&A
By
Roger S. Conrad on
Aug. 5, 2018
Canada’s Superior Plus Corp (TSX: SPB, OTC: SUUIF) generated few headlines last month, when it paid $900 million for NGL Energy Partners’ (NYSE: NGL) propane distribution business. However, this merger is highly remarkable for three major reasons.
Income Stocks and the Great Growth Surprise
By
Roger S. Conrad on
Jul. 29, 2018
The big question facing investment markets in second half 2018: Will the US economy keeping growing at a 4 percent plus rate?
Q2 Early Reporters: Key Takeaways So Far
By
Roger S. Conrad on
Jul. 28, 2018
More than 20 Conrad’s Utility Investor coverage universe companies have reported second quarter earnings, along with updated guidance. My comments along with updated advice, payout ratios and Quality Grades are highlighted in the Utility Report Card.
AT&T Inc: The Blessing of Low Expectations
By
Roger S. Conrad on
Jul. 19, 2018
The message from the U.S. Department of Justice to the merger-manic communications and media business? "Slow your roll."
The Scoop on AT&T, Dominion and Upcoming Earnings
By
Roger S. Conrad on
Jul. 15, 2018
Since the July 4 holiday, there's been no shortage of potential catalysts for significant market upside or downside. However, nothing has happened to shift the cautiously optimistic view we reiterated in the July issue of Conrad's Utility Investor.
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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