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Income Insights

The More Things Change, the More Some Utilities Profit

By Roger S. Conrad on Oct. 14, 2016
Critics who dismiss utilities as dinosaurs doomed for extinction aren’t paying attention to the forward-looking moves made by Edison International and some of its peers.

Forget the Fed: Focus on Fundamentals

By Roger S. Conrad on Sep. 29, 2016
While the market fixates on whether the Federal Reserve will hike rates, too many income-seeking investors ignore the danger lurking in their portfolios.

What’s Next for Utility M&A?

By Roger S. Conrad on Sep. 21, 2016
It's been an active year for mergers and acquisitions in the utility sector. We discuss our key takeaways from a major deal that closed ahead of schedule and highlight some of the main themes that will be in play going forward.

Utility M&A Update

By Roger S. Conrad on Sep. 7, 2016
Consolidation continues apace in the utility sector, as operators seek to take advantage of frothy stock prices to improve their economies of scale and increase their exposure to growing demand for natural gas. We update our takes on the various pending acquisitions involving the more than 200 essential-services stocks that we cover in our Utility Report Card.  

Utilities Sell Equity at the Right Time and for the Right Reasons

By Roger S. Conrad on Aug. 26, 2016
The recent spate of equity issuance is yet another sign of frothy valuations in the utility sector, but these moves set the stage for future growth. Investors should bide their time and wait for a pullback to buy our favorite utility stocks.

AT&T and Verizon Communications Extend Their Reach

By Roger S. Conrad on Aug. 10, 2016
Some analysts have criticized recent acquisitions by AT&T and Verizon Communications as signs of weakness. We take a different view.

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.

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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