Income Insights
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.
It Pays to Stick with Utility Stocks
By
Roger S. Conrad on
Sep. 4, 2015
Investors should take advantage of market volatility and fears of rising interest rates to establish or add to positions in high-quality utility stocks.
Black Monday: A Shot Across the Bow
By
Elliott Gue on
Aug. 24, 2015
For much of the year, we've warned that deteriorating technical indicators had elevated the risk of a correction in the S&P 500. Here's our updated outlook following today's market action.
Winners and Losers from the EPA’s Clean Power Plan
By
Roger S. Conrad on
Aug. 22, 2015
Earlier this month, the US Environmental Protection Agency issued final rules designed to limit carbon dioxide emissions from power plants. We run through the winners and losers from this new policy.
Utility Stocks: Where We’ve Been and Where We’re Headed
By
Roger S. Conrad on
Aug. 4, 2015
In April 2013, I left my job of 25 years as founding editor of Utility Forecaster to form my own publishing company and write the investment newsletter of my dreams: Conrad’s Utility Investor. The publication’s second birthday is as good a time as any to review where utility stocks have been and my outlook for where they’re headed.
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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