Income Insights
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.
The Sun is Setting on SolarCity Corp, But Renewable Energy is for Real
By
Roger S. Conrad on
Feb. 22, 2016
SolarCity Corp continues to lose more money with each incremental sale. Meanwhile, electric utilities can leverage their low cost of capital, existing customer relationships and ability to recover capital expenditures in rate base to spur adoption of renewable energy.
What You Need to Know about Dominion Resources’ Acquisition of Questar Corp
By
Roger S. Conrad on
Feb. 1, 2016
Dominion Resources (NYSE: D) announced the utility sector’s first major takeover for this year, reaching an agreement to acquire Utah-based Questar Corp (NYSE: STR) for $25 per share, or about $4.4 billion.
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.
Conference Reflections
By
Roger S. Conrad on
Nov. 16, 2015
We highlight some of the key investment themes that stood out after three days of presentations and talking to management teams at the Edison Electric Institute's annual financial conference.
Solar Power: Not a Death Knell for Utilities
By
Roger S. Conrad on
Nov. 10, 2015
After the first day of presentations and meetings at the Edison Electric Conference's 50th Annual Financial Conference, one theme stands out: increasing adoption of solar power doesn't sound the death knell for regulated electric utilities. In fact, this would-be disruptor creates a huge growth opportunity for incumbent power producers.
Yieldcos Offer Big Yields after Meltdown
By
Roger S. Conrad on
Sep. 18, 2015
Investor sentiment toward yieldcos has soured considerably since midyear. Here's why.
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
BACK TO TOP