Income Insights
Electric Utilities Face the New Abnormal
By
Roger S. Conrad on
Nov. 18, 2018
California's historic Camp Fire, so far has claimed more than 60 lives, and estimates of damage to property are in already in the tens of billions. With super-dry conditions in the west and hurricanes in the east recurring more frequently," US utilities now face an increasing challenge ensuring grid resiliency and safety in a new abnormal of violent weather.
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).
Utilities and the Internet of Things
By
Roger S. Conrad on
Nov. 6, 2017
The internet of things could be a game-change for electric utilities.
EEI Conference Preview: Electricity Markets and the War for Coal
By
Roger S. Conrad on
Oct. 17, 2017
The Trump administration has clearly gone all-in on turning the supposed war on coal into a war for coal, but the outcome will depend on electric utilities and power companies. We'll focus on the risks and opportunities associated with government intervention when we attend the Edison Electric Institute's financial conference in November.
Big Tech and Electric Utilities Go a Courtin’
By
Roger S. Conrad on
Dec. 1, 2016
What does the utility sector’s budding relationship with big tech mean for investors?
A Preview of the Most Important Conference for Utility Investors
By
Roger S. Conrad on
Nov. 7, 2016
The Edison Electric Institute's annual financial conference takes place this week. Here's a quick preview of some of the themes we'll dig into at this year's event.
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.
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.
Why Utility Stocks, Not Tesla Motors, Are the Smart Bet on Electric Cars
By
Roger S. Conrad on
Mar. 30, 2016
Investors prize utility stocks for their resilience, but don't overlook their upside exposure to several secular growth trends--including the electric car's long-term potential.
The Case for Utility Stocks
By
Roger S. Conrad on
Mar. 22, 2016
Utility stocks offer exposure to underappreciated growth drivers.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
BACK TO TOP