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Income Insights

Ignore the Headlines: AT&T is Still on Track

By Roger S. Conrad on Jul. 25, 2019

Barron's is piling on with an article concerning AT&T Inc’s (NYSE: T) loss of DirectTV subscribers, following up on a cover story critiquing the telecom giant's acquisition of Time Warner last year. Investors, however, saw the situation quite differently, pushing the stock to solid gains on earnings day, despite media mono-focus on the pay television unit.

What Kinder’s Earnings Mean for Midstream

By Roger S. Conrad on Jul. 22, 2019

Kinder Morgan Inc (NYSE: KMI) has kicked off earnings reporting season for the US energy midstream sector. The most noteworthy takeaway: No real surprises.

The NextEra Paradigm: Best Bets on Coming Utility Disruption

By Roger S. Conrad on Jun. 29, 2019

Xcel Energy’s (NYSE: XEL) electric utility territory stretches from Minnesota to Texas, running through high-growth Colorado. And with nearly $12 billion in annual revenue and $31 billion market capitalization, its strategic moves are always significant. But getting there depends on more wind power deployment. For that, Xcel will rely on NextEra Energy (NYSE: NEE), its biggest supplier and the leading US producer of wind and solar.

Aqua’s Gas Deal: Utility Convergence Picks up Steam

By Roger S. Conrad on Jun. 25, 2019

Aqua America (NYSE: WTR) is closing in on its proposed acquisition of Pennsylvania-based Peoples Gas, positioning the companies' merger for a late third-quarter close.

Enel SpA Wins as the EU Grows Greener

By Roger S. Conrad on May. 29, 2019

Greens and other environment-first advocates have emerged as a powerful bloc in European parliamentary elections, garnering a heavy influence on the ruling Centrist parties which will impact Europe's energy policies and providers.

BHP Group: Trade War Winner

By Roger S. Conrad on May. 22, 2019

Trade wars are wealth destroyers. The longer these disputes continue and the more actions governments take, the greater the danger of severe damage to the economy and stock market. There are, however, a handful of companies in position to actually win from this worst case.

Big Money Now Finds Value in Energy

By Roger S. Conrad on May. 13, 2019

Fair value is always in the eye of the beholder. But energy investors are best advised to follow our one simple rule for picking takeover targets: Only buy companies with the strength to thrive on their own.

Comcast’s Big Gains are its Smaller Rivals’ Pain

By Roger S. Conrad on Apr. 29, 2019

There’s much to like in Comcast Corp’s (NSDQ: CMCSA) first quarter results.

Berkshire Utilities’ Next Big Utility Bite

By Roger S. Conrad on Apr. 19, 2019

Whatever happens to Berkshire Hathaway will have huge consequences not just for shareholders, but for the industries it operates in as well - including electricity.

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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