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10/06/14: A Seasonal Trade

By Roger S. Conrad on Oct. 6, 2014
We initiate our annual trade on the seasonal strength in utility stocks.

09/19/14: The Turnaround Continues

By Roger S. Conrad on Sep. 19, 2014
Our top turnaround play for 2014 continues to reward our faith.

09/15/14: Book a 52% Gain on Consolidated Communications

By Roger S. Conrad on Sep. 15, 2014
Short sellers’ woes have handed us an opportunity to take a 54 percent gain in Consolidated Communications (NSDQ: CNSL), which we added to the Aggressive Income Portfolio in July 2013.

08/11/14: Our Take on the Kinder Morgan Mega-Deal

By Roger S. Conrad on Aug. 11, 2014

Last night, Kinder Morgan Inc. announced a series of transactions to acquire all outstanding equity interests in Kinder Morgan Energy Partners LP, Kinder Morgan Management LLC and El Paso Pipeline Partners LP. Here's our take.

08/01/14: An Early Birthday Present from Windstream Holdings

By Roger S. Conrad on Aug. 1, 2014

Sell Windstream Holdings for a more than 50 percent gain.

NRG Energy: Now Worth A Higher Target Price

By Roger S. Conrad on Mar. 19, 2014

NRG Energy (NYSE: NRG) has roughly matched the 13 percent average return of my Aggressive Holdings since July 31, 2013—when the Portfolio was formed. Three developments over the past week, however, promise to propel the stock much higher, earning it a higher buy up to target of 32.

03/03/14: KMP’s Maintenance CAPEX

By Roger S. Conrad on Mar. 4, 2014

Kinder Morgan Energy Partners LP (NYSE: KMP) doesn't understate the maintenance capital expenditures in its natural-gas pipeline segment.

02/26/14: Thank You, Barron’s

By Roger S. Conrad on Feb. 26, 2014

Nothing has changed since we first responded to Hedgeye Risk Management’s attack on Kinder Morgan Energy Partners LP (NYSE: KMP)--except that these views appeared in Barron’s, a magazine widely read by the retail investors that make up much of Kinder Morgan Energy Partners’ investor base.

01/22/14: So Much Depends on Just Energy’s Fiscal Third Quarter

By Roger S. Conrad on Jan. 22, 2014

Shares of Just Energy Group plunged 7.6 percent today after the firm announced plans to issue up to US$150 million in convertible bonds.

01/22/14: Verizon Communications: The Financial Media Still Doesn’t Get It

By Roger S. Conrad on Jan. 22, 2014

Verizon Communications (NYSE: VZ) posted solid fourth-quarter earnings yesterday, demonstrating once again why the stock is a foundational holding for income-seeking investors.

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