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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
Final Earnings Notes for Q1
By
Roger S. Conrad on
Jun. 5, 2017
We take a look at the handful of Portfolio holdings that reported first-quarter results after the May issue hit the web.
On the Prowl at the MLP Association’s Annual Investor Conference
By
Roger S. Conrad on
May. 31, 2017
Over the past 12 months, the difference between the top and bottom performers in the Alerian MLP Infrastructure Index amounted to about 60 percentage points. Capturing this upside requires on-the-ground intelligence, which is why we attend the MLPA Association's annual investor conference every year.
05/30/17: Take the Cash
By
Roger S. Conrad on
May. 30, 2017
AES Corp announced the redemption of its 6.75% Series-C preferred shares.
A Solid First Quarter
By
Roger S. Conrad on
May. 14, 2017
This month’s update to the Utility Report Card includes our analysis of first-quarter earnings and guidance for more than 200 essential-service stocks, while the feature article delves into some of the key trends that emerged during this exhaustive process.
With utility stocks still trading at elevated valuations, our investment strategy hasn’t changed appreciably; investors should remain disciplined and avoid chasing stocks beyond our value-based buy targets.
At the same time, solid first-quarter results underscore the strong fundamentals that should drive above-average earnings and dividend growth for our favorite utility stocks.
Sentiment toward utility stocks remains bullish. NextEra Energy’s (NYSE: NEE) share price rallied to a new all-time high, despite the Public Utility Commission of Texas rejecting its proposed purchase of Oncor Electric Delivery—the company’s second deal failure in two years.
But high valuations create lofty expectations, increasing the likelihood that investors will view any hiccup, real or imagined, as an excuse to take profits.
Key Takeaways from First-Quarter Earnings
By
Roger S. Conrad on
May. 14, 2017
Earnings season provides a deluge of information about specific companies as well as early insight into industry-level trends.
Dividend Cuts Are All the Rage This Spring
By
Roger S. Conrad on
May. 14, 2017
Several names on our Endangered Dividends List slashed their payouts over the past month.
Strong First-Quarter Results, But Mind the Valuation Gap
By
Roger S. Conrad on
May. 14, 2017
Utility stocks offer exposure to strong underlying fundamentals, but historically elevated valuations mean that investors must stay disciplined.
Taking the Next Step
By
Roger S. Conrad on
May. 14, 2017
A big deal promises to accelerate this pipeline company's dividend growth.
A New Deal
By
Roger S. Conrad on
May. 14, 2017
A new deal with regulators and ample investment opportunities to meet de-carbonization goals make this international utility a winner.
Green Bonds And Utilities
By
Roger S. Conrad on
Apr. 24, 2017
The growing popularity of green bonds creates opportunities for savvy investors and can help utilities to reduce their cost of capital.
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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