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Income Insights

What PG&E is Worth

By Roger S. Conrad on Sep. 23, 2019

The biggest regulated utility bankruptcy in history has entered a new phase, as California's PG&E Corp (NYSE: PCG) now has a deadline to meet in order to participate in the state's wildfire "insurance" plan.

Deconstructing AT&T

By Roger S. Conrad on Sep. 20, 2019

Can the sum of the parts actually be greater than the whole? Shareholders of AT&T Inc (NYSE: T) will get a chance to find out, now that activist investor Paul Singer’s Elliott Management has taken a $3.2 billion stake in the communications giant.

Offshore Wind Investing: Picking Our Spots Carefully

By Roger S. Conrad on Aug. 18, 2019

These days, it seems every major US energy project is at risk to dissonant state and federal rules, regulatory delays and court challenges to permits. In fact, US energy companies might be excused for thinking America’s true energy policy is no longer “all of the above” but none.

Telecom’s Feeble Are On Their Last Legs

By Roger S. Conrad on Aug. 13, 2019

Few sectors have dealt as much pain to unwary yield seekers over the past decade as communications. Here's the rundown on the weakest of the herd.

Can Tesla Dodge the Residential Solar Death Spiral?

By Roger S. Conrad on Jul. 29, 2019

For those who want a play on solar and energy storage, there are better choices than Tesla (NASDAQ: TSLA).

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.

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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