Income Insights
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.
EEI Conference Preview: Electricity Markets and the War for Coal
By
Roger S. Conrad on
Oct. 17, 2017
The Trump administration has clearly gone all-in on turning the supposed war on coal into a war for coal, but the outcome will depend on electric utilities and power companies. We'll focus on the risks and opportunities associated with government intervention when we attend the Edison Electric Institute's financial conference in November.
A Changing of the Guard in Master Limited Partnerships
By
Roger S. Conrad on
Sep. 15, 2017
Massive distribution cuts from the likes of Plains All-American Pipeline LP have severely damaged midstream master limited partnerships' (MLP) reputation among income investors. But our favorite MLPs trade at favorable valuations and offer exposure to compelling volumetric growth stories.
Sempra Energy’s Takeover Offer for Oncor Electric Delivery: Fourth Time’s a Charm?
By
Roger S. Conrad on
Aug. 25, 2017
Sempra Energy's takeover offer for Energy Future Holdings--the fourth bid that brought before the Public Utility Commission of Texas--has a good chance of securing approval, though some adjustments may be necessary.
AT&T and Verizon Communications: A Near-Term Surprise and Long-Term Promise
By
Roger S. Conrad on
Jul. 28, 2017
AT&T and Verizon Communications' second-quarter subscriber additions surprised to the upside, catalyzing a sharp rally in these telecom titans' stock prices. We explain the value of taking a longer view on these names.
Utility Regulators Grow More Assertive on M&A Terms
By
Roger S. Conrad on
Jul. 22, 2017
Mergers and acquisitions continue apace in the utility sector, but regulators have grown more assertive about ensuring that these deals happen on their terms.
A New Trend in Utility M&A?
By
Roger S. Conrad on
Jun. 23, 2017
Does Eversource Energy's recently announced acquisition of Aquarion Water mark the start of a new trend in utility mergers and acquisitions?
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Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
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Endangered Dividends List
Warning: Falling Dividends.
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Roger's current take and vital statistics on more than 200 essential-services stocks.
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