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Income Insights

Where this Election Will (And Won’t) Matter for Utilities

By Roger S. Conrad on Oct. 20, 2020

Elections always have consequences. They’re just rarely what investors think they will be—and almost never what’s declared beforehand in popular investment media.

Duke/NextEra and Another Wave of Utility M&A

By Roger S. Conrad on Oct. 2, 2020

Not even rock-solid business resilience to Covid-19 fallout has been enough to swing US electric utilities from laggards to leaders this year. But another wave of mergers and acquisitions just might do the trick.

California’s Burning Again: Here’s What It Means for Utilities

By Roger S. Conrad on Sep. 16, 2020

Everyone loves a bargain. But when a stock trades at a big discount to market or sector averages, there’s always a reason. And to move to a higher price, the company must face its challenges.

When Hunting Value Stocks, Seek the Next AES Corp

By Roger S. Conrad on Aug. 24, 2020

Is the world’s economic cup half empty or full? With the fog of the November election campaign season fully descended, politics is affecting how many are answering that question.

Q2 Takeaways from a Midstream Company that Matters

By Roger S. Conrad on Jul. 24, 2020

The numbers were never going to be pretty for North American energy midstream companies. Management teams warned this spring that Covid-19 fallout was crushing volumes on both the upstream and downstream ends of the business. But with Kinder Morgan Inc. (NYSE: KMI) clearly managing these turbulent times, investors can afford to remain patient with this sector.

From Chevron to Sunrun: Energy M&A Heats Up

By Roger S. Conrad on Jul. 20, 2020

Chevron Corp (NYSE: CVX) and Sunrun Inc (NSDQ: RUN) are weathering industry challenges far better than most rivals, positioning them on the leading edge of a building wave of energy mergers and acquisitions.

Despite DAPL, There’s Still Life in Midstream

By Roger S. Conrad on Jul. 8, 2020

The key for investors isn't the fate of one pipeline or another. It's how well-positioned companies are to handle a setback at an asset they own or are building. We win by focusing on the handful of companies that are best-positioned to emerge from this shakeout.

T-Mobile US: The Sprint Merger So Far

By Roger S. Conrad on Jun. 22, 2020

After a robust decade and a half following 1996 deregulation, large US telecom M&A had virtually evaporated. The exception: T-Mobile US’ (NSDQ: TMUS) merger with Sprint, which closed April 1, 2020.

How to and How Not to Play an American Real Estate Recovery

By Roger S. Conrad on Jun. 18, 2020

From shuttered stores and offices to surging unpaid rents, US landlords have suffered a body blow this year. And there’s more turbulence ahead, from short-term cash shortfalls to big changes in tenant preferences. But American property is hardly down for the count.

Dominion Wins a Battle, But Pipeline Wars Continue

By Roger S. Conrad on Jun. 16, 2020

On a 7-2 vote, SCOTUS overturned the lower court ruling that had rejected U.S. Forest Service authority to allow the ACP to cross the Appalachian Trail. Their decision affirms that jurisdiction. Completing the 600-mile project to link natural gas from Appalachia to demand in the Carolinas and Virginia, however, is not a done deal.

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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