Income Insights
Barron’s Bashes Utility Stocks for All the Wrong Reasons
By
Roger S. Conrad on
Aug. 2, 2016
Utility stocks may be overdue for a pullback in the near term, but their future prospects remain undiminished.
SolarCity and Tesla Motors: Steer Clear of These Kissing Cousins
By
Roger S. Conrad on
Jul. 21, 2016
The proposed combination of SolarCity and Tesla Motors amounts to little more than a bailout of the fatally flawed renewable-energy company.
Utility Stocks and Politics
By
Roger S. Conrad on
Jun. 20, 2016
The upcoming election season is heating up, but overheated valuations are a bigger concern for investors in utility stocks.
M&A Analysis: Great Plains Energy and Westar Energy
By
Roger S. Conrad on
Jun. 8, 2016
The minimal premium involved in Great Plains Energy's proposed takeover offer for Westar Energy underscores how stretched valuations have become in the utility sector.
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.
Let’s Make a Deal: Utilities Take Advantage of Pipeline Companies’ Pain
By
Roger S. Conrad on
May. 2, 2016
Consolidated Edison's recently announced joint venture with Crestwood Equity Partners LP is the latest example of a utility leveraging its position as a demand-side customer and its low cost of capital to pursue ambitions in the midstream segment. Expect this trend to gain momentum in coming quarters.
More Deals on the Horizon for Exelon?
By
Roger S. Conrad on
Apr. 19, 2016
Exelon Corp finally closed its acquisition of Pepco Holdings. Could another deal be in the utility's future?
Why Utility Stocks, Not Tesla Motors, Are the Smart Bet on Electric Cars
By
Roger S. Conrad on
Mar. 30, 2016
Investors prize utility stocks for their resilience, but don't overlook their upside exposure to several secular growth trends--including the electric car's long-term potential.
The Case for Utility Stocks
By
Roger S. Conrad on
Mar. 22, 2016
Utility stocks offer exposure to underappreciated growth drivers.
M&A: Exelon and Pepco Closer to Consummating Their Union
By
Roger S. Conrad on
Feb. 26, 2016
The District of Columbia's Public Service Commission looks set to approve Exelon Corp's proposed takeover Pepco Holdings, if the acquirer agrees to additional terms. Investors can expect more deals to come in the utility sector--and long delays for regulatory approval.
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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