Income Insights
Dodging Dividend Cuts
By
Roger S. Conrad on
Feb. 24, 2018
Sweet yields can bring sour consequences down the line in an unforgiving market.
On the Prowl at the MLP Association’s Annual Investor Conference
By
Roger S. Conrad on
May. 31, 2017
Over the past 12 months, the difference between the top and bottom performers in the Alerian MLP Infrastructure Index amounted to about 60 percentage points. Capturing this upside requires on-the-ground intelligence, which is why we attend the MLPA Association's annual investor conference every year.
Digging Deeper into MLPs
By
Roger S. Conrad on
May. 26, 2016
After plunging almost 50 percent from early May 2015 to mid-February 2016, the Alerian MLP Index has defied the critics and torched slow-to-react short sellers by surging 45 percent since its nadir. But the easy money has been made: Investors must now focus on which names are best-positioned to grow in an environment where energy prices remain lower for longer.
A Lesson for MLP Investors from Past Selloffs
By
Roger S. Conrad on
Jan. 19, 2016
The utility sector's implosion in 2002 and 2003 has some important lessons for MLP investors.
Thoughts on the MLP Selloff
By
Roger S. Conrad on
Jul. 6, 2015
Recent downside in the Alerian MLP Index reflects a number of factors, including the group's outperformance relative to other energy stocks last year, the market’s growing concern about rising interest rates and worries that the slowdown in drilling activity will limit future growth opportunities.
Hunting for MLP Value Plays
By
Roger S. Conrad on
Apr. 20, 2015
We'll be looking for value at the NAPTP's annual MLP investor conference.
Gearing up for This Year’s Most Important Event for MLP Investors
By
Roger S. Conrad on
Apr. 13, 2015
The most important event of the year for MLP investors is just around the corner.
Upstream MLPs Search for Scale
By
Roger S. Conrad on
Jul. 29, 2014
Breitburn Energy Partners LP's recently proposed acquisition of QR Energy LP demonstrates that the search for scale is alive and well among upstream MLPs, as private-equity buyers ratchet up the competition for asset acquisitions.
NextEra Energy Partners LP: Built to Last, But High Price May Not
By
Roger S. Conrad on
Jul. 15, 2014
NextEra Energy Partners LP (NYSE: NEP)--a publicly traded partnership that specializes in renewable energy--has been a slam dunk since its initial public offering (IPO) on June 26. But at these levels, there are better plays in this industry.
Enbridge Energy Partners LP Gets a Little Help from Its Friend
By
Roger S. Conrad on
Jun. 21, 2014
We examine the complicated world of incentive distribution rights and why the recent restructuring of Enbridge Energy Partners LP's partnership agreement is such a big deal.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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