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Income Insights

US Offshore Wind: Still Affordable?

By Roger S. Conrad on Jan. 24, 2023
Later this year, the 800-megawatt capacity Vineyard Wind 1 project will begin delivering electricity to the Massachusetts grid. After that, however, the way ahead for US offshore wind is considerably less clear.

Avoiding the Worst Mistake Investors Will Make in 2023

By Roger S. Conrad on Jan. 13, 2023
The worst mistake investors will make this year won’t be getting caught with a stock on the heels of a disappointing earnings report, misjudging the Federal Reserve’s resolve fighting inflation—or the rising risk of a recession.

What’s Wrong with Telecom Stocks

By Roger S. Conrad on Nov. 23, 2022
Communications is a growing and essential service. And a new generation of 5G and eventually 6G wireless—augmented by fiber broadband networks—is on the cusp of spurring a global revolution in productivity.

Utility Q3 Earnings Matter, and So Far They’re Great

By Roger S. Conrad on Oct. 29, 2022
So long as the Federal Reserve is on the warpath against inflation, risk of recession will be elevated. And that tilts the odds heavily in favor of lower stock prices over the next few months. The utility stock rally we’ve seen since the October issue of CUI posted, however, is proof positive that the trends powering sector outperformance this year are entrenched as ever.

California’s All-In on EVs: Buy Edison, Not Tesla

By Roger S. Conrad on Aug. 27, 2022

The California Air Resources Board voted to ban sales of gasoline-powered vehicles by 2035, and targets minimum electric vehicle market share of 35 percent by 2026 and 68 percent by 2030. And 17 other states will likely follow suit.

Carbon Capture and Storage: Will it Work This Time?

By Roger S. Conrad on Aug. 23, 2022
Is Inflation Reduction Act enough to get carbon capture off the ground? Historically, it’s been foolish to bet against innovation when there’s enough money behind it. And in this case, the US government’s largesse is very much leaning into a major investment trend in the private sector

NextEra Energy’s Results: For Utilities, Green Still the Color of Money

By Roger S. Conrad on Jul. 23, 2022
In the previous decade, NextEra Energy’s (NYSE: NEE) ability to convert renewable energy deployment into earnings depended squarely on regulatory support and subsidy. Now, the combination of falling production costs and soaring natural gas prices has made wind, solar and storage increasingly attractive from a cost-cutting standpoint as well.

Sliding Guidance: How Much Trouble for Big Telecom?

By Roger S. Conrad on Jul. 22, 2022
"Sliding guidance” is often a sign of rising risk to underlying businesses. And, it’s a potential warning for the entire US communications sector this year.

What Kinder Morgan’s Q2 Says about US Midstream

By Roger S. Conrad on Jul. 21, 2022
Editor’s note: This is the first of three articles in which I’ll focus on Q2 results and guidance updates for recommended stocks that are also great bellwethers for their respective sectors. Hope everyone is having a great summer!—RC “Fortune may not favor the brave so much as it favors the cash.”

The Supremes’ EPA Decision: What’s Important

By Roger S. Conrad on Jul. 1, 2022
This week, the U.S. Supreme Court essentially rejected the Biden Administration’s attempt to resurrect the “Clean Power Plan,” drawing swift and fiery condemnation from America’s political left, and generally praise from the right. But, ironically, the decision actually increases private sector and individual state flexibility to meet energy transition goals.

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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