• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors

Income Insights

Dominion Makes a Deal

By Roger S. Conrad on Feb. 23, 2024
Since the February issue of CUI posted, 15 more Portfolio recommendations have released calendar Q4 earnings and updated guidance. And none so far have been as potentially consequential as Dominion Energy’s (NYSE: D).

Ignore Utilities’ Slow Start: Earnings and Guidance Point to a Fantastic Finish for 2024

By Roger S. Conrad on Jan. 27, 2024
In the January CUI, I highlighted the dramatic drop in utility borrowing costs starting mid-October as a major catalyst for sector growth in 2024. Since then, we’ve seen investor concerns intensify that the Federal Reserve will delay reducing the benchmark Fed Funds rate until at least late summer.

No Q3 Earnings Armageddon for Utilities

By Roger S. Conrad on Nov. 5, 2023
Sellers were convinced higher for longer interest rates would undermine utility sector capital spending, and with it earnings and dividend growth, and priced stocks accordingly for a fall.But, so far at least, the fears of a sector-wide earnings Armageddon have proven to be wholly unfounded.  

Guidance vs Interest Rates: Score One for Utilities

By Roger S. Conrad on Oct. 25, 2023
Utility investors received some very good news yesterday when US wind and solar leader NextEra Energy (NYSE: NEE) released surprise-free Q3 results and updated guidance.

Regarding NextEra

By Roger S. Conrad on Oct. 5, 2023
A little over a week ago, NextEra Energy (NYSE: NEE) announced it would postpone a planned “drop down” or sale of assets to its affiliate NextEra Energy Partners (NYSE: NEP). Not surprisingly, I’ve answered quite a few emails over the past week ranging from whether both are headed to oblivion to whether it’s time to “double down” on the family.

America Going Electric: Dollars and Sense

By Roger S. Conrad on Sep. 26, 2023
The surest, biggest beneficiaries of California’s drive to Net Zero are utilities, with investment increasing earnings and dividends. And as the state’s largest pure electric company, Edison International (NYSE: EIX) has the clearest path.

Why Utilities Could Get a Post-Storm Season Boost

By Roger S. Conrad on Aug. 31, 2023
Historically, the best storm season outcome for utility investors has been a lack of catastrophic events, when service outages are relatively contained and quickly resolved. And most important, when the work is done and power restored, customers, regulators and politicians are generally satisfied with management’s response.

Hawaiian Electric: Wildfire Survivor But More Pain Likely

By Roger S. Conrad on Aug. 24, 2023
Just weeks after earning an upgrade to A- from credit rater Fitch and reporting solid Q2 results, Hawaiian Electric's (NYSE: HE) stock has dropped by more than two thirds. The reason: A devastating wildfire on the island of Maui August 8, which whipped up by hurricane winds reduced the town of Lahaina to rubble, killed over 100 people and left thousands homeless.

TC Energy Divides to Conquer

By Roger S. Conrad on Jul. 29, 2023
Last week, leading North American midstream energy company TC Energy (TSX: TRP, NYSE: TRP) announced it will spin off its Liquids Pipelines division into a separate company. The news dramatically overshadowed TC’s scheduled Q2 earnings results and guidance, and appeared to convince some investors to flee the stock.

The First 10 Months: Rating the Inflation Reduction Act

By Roger S. Conrad on Jun. 28, 2023
The Inflation Reduction Act has been the law of the land since August, and has already survived its first real political test. The IRA is designed specifically to accelerate investment already being made by the private sector. And early indications are it’s succeeding.



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 b