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Income Insights

Winners and Losers from Trump’s Tariff on Imported Solar Panels

By Roger S. Conrad on Feb. 2, 2018
President Trump instituted a 30 percent tariff on some imported solar panels, a decision that could slow the rollout in the US and squeeze out marginal competitors that lack electric utilities' scale and strong balance sheets.

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.

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ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b