Income Insights
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?
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.
Green Bonds And Utilities
By
Roger S. Conrad on
Apr. 24, 2017
The growing popularity of green bonds creates opportunities for savvy investors and can help utilities to reduce their cost of capital.
Our First Real Look At Trump’s Energy Policy
By
Roger S. Conrad on
Feb. 24, 2017
ARPA-E's Energy Innovation Summit, which takes place next week, could give us early insights into President Trump's energy policies.
Pipelines And Politics
By
Roger S. Conrad on
Jan. 30, 2017
Could Donald Trump's support for the controversial Keystone XL and Dakota Access pipelines foment local opposition to other energy projects?
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
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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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