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Income Insights

CenturyLink Sales Shrink with Small Telecoms’ Survival Odds

By Roger S. Conrad on Feb. 19, 2020

Cable companies still enjoy success in the B2B market. But these results raise a critical question for the rest of US communications: Who are they taking commercial customers from?

Dominion Earns a Higher Buy Target

By Roger S. Conrad on Feb. 14, 2020

Wholesale political shifts have historically posed great risks for utilities. But despite early concerns, Conservative Income Portfolio holding Dominion Energy (NYSE: D) is apparently faring quite well and scoring big wins

Verizon’s Steady Focus Winning the 5-G Race

By Roger S. Conrad on Feb. 1, 2020

5-G communications networks promise to unlock a whole host of previously unimaginable applications as they’re rolled out over the next several years, and telecoms around the world are claiming a “lead” over rivals in the race to deploy them.

Kinder Passes Midstream’s Stress Test, Who’s Next?

By Roger S. Conrad on Jan. 23, 2020

Recently released Q4 results indicate there's a sector-wide stress test in progress, and it’s not likely to let up at least until the second half of 2020.

Post-Merger Aqua America: Great Company, High Price

By Roger S. Conrad on Jan. 18, 2020

I’ve personally owned Aqua America (NYSE: WTR) since it was Philadelphia Suburban. And thanks to the wealth-compounding power of dividend reinvestment, my Aqua shares are worth almost 14 times what I initially put in.

Brookfield Buys Cincinnati Bell, Who’s Next?

By Roger S. Conrad on Dec. 26, 2019

Trial testimony has concluded in the court challenge of the proposed merger of two US wireless giants and we expect an early 2020 close. The real issue is whether management will be able to deliver on lofty expectations.

Eversource “Carbon Neutral” by 2030: What it Means for Utilities

By Roger S. Conrad on Dec. 19, 2019

New England-based Eversource Energy (NYSE: ES) is the latest US electric utility to target zero carbon dioxide emissions, with a far more aggressive timetable than the 2050 date set by its sector peers.

What’s Next for PG&E?

By Roger S. Conrad on Dec. 17, 2019

California’s wildfire insurance law passed last summer essentially requires Governor Gavin Newsom’s approval for any successful restructuring of PG&E Corp (NYSE: PCG). But the giant utility’s proposal is, in his words, “woefully short.”

There’s Still Time to Buy Telecom’s Big Three

By Roger S. Conrad on Oct. 28, 2019

The key takeaway from third-quarter results: The Big Three of US communications are still building wealth and selling cheaply.

NextEra Rolls On, But at a High Price

By Roger S. Conrad on Oct. 23, 2019

Is NextEra Energy (NYSE: NEE) really worth 27.3 times its next 12 months’ expected earnings? Enough investors seem to think so as shares hit a new all-time this week near $240.

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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