• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Income Insights

There’s Still Time to Buy Telecom’s Big Three

By Roger S. Conrad on Oct. 28, 2019

The key takeaway from third-quarter results: The Big Three of US communications are still building wealth and selling cheaply.

NextEra Rolls On, But at a High Price

By Roger S. Conrad on Oct. 23, 2019

Is NextEra Energy (NYSE: NEE) really worth 27.3 times its next 12 months’ expected earnings? Enough investors seem to think so as shares hit a new all-time this week near $240.

AES Dives Into Vietnam Energy, Here’s What’s Next

By Roger S. Conrad on Oct. 8, 2019

Vietnamese demand offers a massive opportunity for North American natural gas producers, power generators and LNG transportation and infrastructure.

What PG&E is Worth

By Roger S. Conrad on Sep. 23, 2019

The biggest regulated utility bankruptcy in history has entered a new phase, as California's PG&E Corp (NYSE: PCG) now has a deadline to meet in order to participate in the state's wildfire "insurance" plan.

Deconstructing AT&T

By Roger S. Conrad on Sep. 20, 2019

Can the sum of the parts actually be greater than the whole? Shareholders of AT&T Inc (NYSE: T) will get a chance to find out, now that activist investor Paul Singer’s Elliott Management has taken a $3.2 billion stake in the communications giant.

Offshore Wind Investing: Picking Our Spots Carefully

By Roger S. Conrad on Aug. 18, 2019

These days, it seems every major US energy project is at risk to dissonant state and federal rules, regulatory delays and court challenges to permits. In fact, US energy companies might be excused for thinking America’s true energy policy is no longer “all of the above” but none.

Telecom’s Feeble Are On Their Last Legs

By Roger S. Conrad on Aug. 13, 2019

Few sectors have dealt as much pain to unwary yield seekers over the past decade as communications. Here's the rundown on the weakest of the herd.

Can Tesla Dodge the Residential Solar Death Spiral?

By Roger S. Conrad on Jul. 29, 2019

For those who want a play on solar and energy storage, there are better choices than Tesla (NASDAQ: TSLA).

Ignore the Headlines: AT&T is Still on Track

By Roger S. Conrad on Jul. 25, 2019

Barron's is piling on with an article concerning AT&T Inc’s (NYSE: T) loss of DirectTV subscribers, following up on a cover story critiquing the telecom giant's acquisition of Time Warner last year. Investors, however, saw the situation quite differently, pushing the stock to solid gains on earnings day, despite media mono-focus on the pay television unit.

What Kinder’s Earnings Mean for Midstream

By Roger S. Conrad on Jul. 22, 2019

Kinder Morgan Inc (NYSE: KMI) has kicked off earnings reporting season for the US energy midstream sector. The most noteworthy takeaway: No real surprises.

MODEL PORTFOLIOS & RATINGS

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