Income Insights
Water Mergers Heat Up a Cold Utility Market
By
Roger S. Conrad on
Mar. 16, 2018
California-based water utility SJW Group (NYSE: SJW) is on the verge of becoming EverSource’s largest regional rival, launching an all-stock offer for Connecticut Water Service (NSDQ: CTWS).
Trumponomics: Six Observations for Income investors
By
Roger S. Conrad on
Mar. 10, 2018
Whether you support or oppose President Trump’s economic policies, they’re undeniably bold. Already we’ve seen unprecedented fiscal stimulus for an economic expansion this long-lived, the rollback of years of business regulation and the biggest push for trade protections since Smoot-Hawley.
Dodging Dividend Cuts
By
Roger S. Conrad on
Feb. 24, 2018
Sweet yields can bring sour consequences down the line in an unforgiving market.
Utilities as Growth Stocks?
By
Roger S. Conrad on
Feb. 18, 2018
Did electric utilities suddenly become growth stocks when the market wasn’t looking? Fourth-quarter results from the 200-plus companies we track in Conrad’s Utility Investor say that may be so, at least for some.
Yieldcos Reboot
By
Roger S. Conrad on
Feb. 9, 2018
US yieldcos have been around as an asset class for slightly less than five years. To date, the investment track record is a mixed bag. But the group is now getting a reboot that promises to match robust capital gains to already lofty yields.
Winners and Losers from Trump’s Tariff on Imported Solar Panels
By
Roger S. Conrad on
Feb. 2, 2018
President Trump instituted a 30 percent tariff on some imported solar panels, a decision that could slow the rollout in the US and squeeze out marginal competitors that lack electric utilities' scale and strong balance sheets.
Why Kinder Morgan’s Earnings Matter
By
Roger S. Conrad on
Jan. 25, 2018
Midstream heavyweight Kinder Morgan (NYSE: KMI) kicked off fourth-quarter earnings season for the energy sector last week. Here are our thoughts.
Utilities and Trump: So Far So Good
By
Roger S. Conrad on
Jan. 15, 2018
Utility stocks have lagged in the new year, but developments on the policy front largely have played out in the sector's favor.
No Longer A Keystone for TransCanada
By
Roger S. Conrad on
Dec. 6, 2017
We explore what the Nebraska Public Service Commission's approval of the Keystone XL pipeline's cross-border segment really means for TransCanada Corp.
Utilities and the Internet of Things
By
Roger S. Conrad on
Nov. 6, 2017
The internet of things could be a game-change for electric utilities.
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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