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Income Insights

Utilities Will Beat Inflation in 2022

By Roger S. Conrad on Jan. 18, 2022
With inflation again on the move, it’s fair to ask how vulnerable the Utilities sector is to another 70s-style meltdown.

The Hydrogen Economy: Reality and Hype

By Roger S. Conrad on Dec. 18, 2021
It’s been more than four decades since the Hindenburg disaster slammed the brakes on the era of hydrogen-fueled dirigibles. But nature’s lightest element continues to capture the world’s imagination as a clean, plentiful and potentially cheap energy source.

S&P Global Clean Energy Index: Making the Case for Picking Your Own Stocks

By Roger S. Conrad on Oct. 23, 2021
Is it possible to invest effectively in renewable energy without the stocks of world’s two largest producers of wind and solar? Standard & Poor’s apparently wants us to find out.

Energy Transition and Cycle: Huge Winners from Dissonance

By Roger S. Conrad on Oct. 20, 2021
This morning, America’s leading wind and solar power producer NextEra Energy (NYSE: NEE) announced outstanding Q3 results. This first major renewable energy producer to report gives solid confirmation that the global energy transition is alive and well, no matter what happens at the ongoing UN Climate Change Conference.

Into the Wilds

By Roger S. Conrad on Jul. 20, 2021
I’ve been an adult volunteer for Scouting BSA since my oldest son entered Tiger Cubs almost 20 years ago. So I wasn’t going to pass up the opportunity to accompany my youngest to Philmont Scout Reservation in northern New Mexico earlier this month, my third and likely final trek to scouting’s paradise.

Unlike the highways my oldest son and I took on our cross-country journey in early June, there’s not a lot of connectivity in the backcountry. And I’d never have been able to stay off the grid were it not for the support of Elliott Gue, my partner of more than 8 years at Capitalist Times.

Nonetheless, as with the June trip, I picked up several investment insights I’d like to share with you now.

Bidding War! Midstream M&A’s Train Picks Up Steam

By Roger S. Conrad on Jun. 4, 2021
Too many small owners lacking critical scale, and unprecedented roadblocks to new energy pipeline infrastructure was at the core of the wave of US oil and gas midstream dividend cuts and bankruptcies of the past few years. But now those same forces are spawning something considerably more positive for investors.

What to do With AT&T

By Roger S. Conrad on May. 23, 2021
In the May 18 Alert “Hold AT&T for Now,” I advised “sticking with our shares until the immediate market reaction shakes out.” That remains my advice for four reasons.

AT&T Inc’s Q1: Answering the Doubters, Gearing Up for Growth

By Roger S. Conrad on Apr. 25, 2021

There’s no doubt AT&T Inc (NYSE: T) faces some steep challenges in early 2021. Just days before the company announced Q1 earnings last week, a Wall Street Journal piece featured the views of a prominent bear under the headline “Is AT&T a Train Wreck?” 

The company’s Q1 numbers and updated guidance, however, paint a far different picture.

Kinder Morgan’s Big Q1: More Than a One-Time Windfall

By Roger S. Conrad on Apr. 23, 2021

Even without a repeat of the company’s Q1 windfall, the benefits to Kinder Morgan Inc.’s (NYSE: KMI) underlying business and balance sheet are likely to continue flowing throughout the rest of 2021 and beyond.

Renewable Energy Yieldcos: Expecting IPOs

By Roger S. Conrad on Apr. 19, 2021

Yieldcos made their debut in the middle of the previous decade, as renewable energy’s answer to master limited partnerships but waned in popularity as MLPs collapsed, and the Trump administration instituted policies unfriendly to renewable energy. But there are two very good reasons to expect an eventual return of yieldco IPOs.

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ABOUT ROGER 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 b