• Twitter

Income Insights

Don’t Fret the Fed, There’s More to Worry About

By Roger S. Conrad on Mar. 23, 2018
This week, the US Federal Reserve raised the Fed Funds rate to a range of 1.5 to 1.75 percent. Does this mean it’s time for income investors to head for the hills? Hardly.

Water Mergers Heat Up a Cold Utility Market

By Roger S. Conrad on Mar. 16, 2018
California-based water utility SJW Group (NYSE: SJW) is on the verge of becoming EverSource’s largest regional rival, launching an all-stock offer for Connecticut Water Service (NSDQ: CTWS).

Trumponomics: Six Observations for Income investors

By Roger S. Conrad on Mar. 10, 2018
Whether you support or oppose President Trump’s economic policies, they’re undeniably bold. Already we’ve seen unprecedented fiscal stimulus for an economic expansion this long-lived, the rollback of years of business regulation and the biggest push for trade protections since Smoot-Hawley.

Dodging Dividend Cuts

By Roger S. Conrad on Feb. 24, 2018
Sweet yields can bring sour consequences down the line in an unforgiving market.

Utilities as Growth Stocks?

By Roger S. Conrad on Feb. 18, 2018
Did electric utilities suddenly become growth stocks when the market wasn’t looking? Fourth-quarter results from the 200-plus companies we track in Conrad’s Utility Investor say that may be so, at least for some.

Yieldcos Reboot

By Roger S. Conrad on Feb. 9, 2018
US yieldcos have been around as an asset class for slightly less than five years. To date, the investment track record is a mixed bag. But the group is now getting a reboot that promises to match robust capital gains to already lofty yields.

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.

MODEL PORTFOLIOS & RATINGS

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