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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
This Blue Chip Is Back in Range
By
Roger S. Conrad on
Jun. 11, 2018
Sempra Energy (NYSE: SRE) is the latest blue chip utility on our long-term target list to slip back to a buying range. This month, we’re adding the stock to the Conservative Holdings.
Sempra’s business strengths are legion. On March 9, the company succeeded where Warren Buffett failed, closing on the former Texas Utilities’ regulated electricity transmission and distribution assets. The deal brought its regulated global utility customer base to over 43 million, including San Diego G&E, Southern California Gas and 6 million users in Chile and Peru.
Strategy: The Art of Buying Low
By
Roger S. Conrad on
Jun. 11, 2018
Everyone wants to buy low and sell high. But in practice many investors do the opposite, particularly with daily stock market trading dominated by exchange traded funds and algorithmic investment strategies.
For us, this means opportunity. Specifically, we’re able to buy high quality essential services companies at the lowest valuations in many months.
Enbridge Eats Its Young
By
Roger S. Conrad on
Jun. 11, 2018
Enbridge Inc (TSX: ENB, NYSE: ENB) is buying the remaining common units of the two US MLPs it controls: Enbridge Energy Partners (NYSE: EEP) and Spectra Energy Partners (NYSE: SEP).
It’s a good deal for the acquirer, which is buying these assets for barely 7 times cash flow. Absorbing the regulated natural gas and oil pipelines should dodge a possible Federal Energy Regulatory Commission-mandated rate cut. And management has affirmed three-year earnings guidance while promising faster growth after 2020.
Utility M&A Heats Up: 3 Ways to Bet
By
Roger S. Conrad on
Jun. 11, 2018
Mergers and acquisitions have been part of the landscape for as long as utilities and essential services have been around. And remarkably, not one deal has failed to create a stronger company.
Behind Utilities’ Retreat: It’s Technical
By
Roger S. Conrad on
Jun. 9, 2018
If worries about rising interest rates are hitting utility stocks so hard, why are shares of real estate investment trusts (REITs) surging?
Look to Nuclear for Trump Power Policy Winners
By
Roger S. Conrad on
Jun. 2, 2018
President Trump’s support of coal is as consistent as it is relentless, but burgeoning costs mean coal-fired power plant shutdowns will likely continue.
Yieldcos’ Reboot Hits a New Gear
By
Roger S. Conrad on
Jun. 2, 2018
The seven yieldcos we track in the Utility Report Card are up roughly 5 percent since the February 9 Income Insights. That’s when I highlighted the sector’s bullish reboot, thanks to a mass turnover of sponsors.
MLPs Back on the Road to Profits
By
Roger S. Conrad on
May. 26, 2018
This week, Elliott Gue and I attended the 2018 MLP & Energy Infrastructure Conference in Orlando, Florida. Here are some of our takeaways.
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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