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Utility Roundup

MDU Resources: Low Risk Bet on an Infrastructure Boom

By Roger S. Conrad on Dec. 16, 2020

At first glance, MDU Resources (NYSE:MDU) shows a fairly discouraging investment profile. But there are three very good reasons to expect much better in the next 12 months.

Algonquin Power: An Up and Coming NextEra at a Better Price

By Roger S. Conrad on Dec. 15, 2020

Strong regulated utilities combined with long-term contracted renewable energy generation: That’s the NextEra Energy (NYSE: NEE) business model. And not only does the formula work well, it’s become quite popular with investors.

Utility Bonds: High Green Yields in a Zero Rate Environment

By Roger S. Conrad on Nov. 20, 2020

Now more than ever, it’s a seller’s market for bonds of regulated electric, gas and water utilities. But our list of Fixed income picks features four bonds that trade below our recommended buy prices and meet my cardinal rule for buying any bond or preferred stock.

Resilient Renewables: Powering Utilities’ Q3 Growth

By Roger S. Conrad on Oct. 21, 2020

The first three Portfolio electric utilities have announced Q3 results and delivered guidance,  and the common thread for all three companies is they ignited robust underlying earnings growth by deploying new renewable energy generating capacity, despite pandemic-related pressures

Time to Pull the Plug on AT&T?

By Roger S. Conrad on Aug. 25, 2020

Chronic share underperformance, weak Q2 operating results and still-heavy debt raise the question - is it time to sell AT&T (NYSE: T)?

Brookfield’s Stock Split and Q2 Results So Far

By Roger S. Conrad on Jul. 31, 2020

If you own shares of Conservative Holding Brookfield Renewable Partners (TSX: BEP-U, NYSE: BEP), you’ll soon notice they currently trade in the low 40s, versus a low 50s price just a few days ago. Don’t despair. The price change is the result of a uniquely structured 5-to-4 stock split. The overall value of your Brookfield position has not changed.

Why Utilities Might Love Biden’s Energy Plan

By Roger S. Conrad on Jul. 17, 2020

Elections have consequences, especially for highly regulated industries like electric utilities. And a prospective Biden Administration could actually get most of the way to its  energy goals because utilities are already quickly moving in this direction.

Evergy Inc: The Latest Phase of Utility M&A

By Roger S. Conrad on Jun. 19, 2020

It’s been a little more than 141 years since Thomas Edison threw the first switch on his famous light bulb. What at one time were literally thousands of electric operating companies have merged into just a few dozen of consequence. And not one deal failed to create a financially stronger utility, a record no other industry can match.

Southern Company’s Secret Weapon

By Roger S. Conrad on May. 23, 2020

In March 2008, Southern Company (NYSE: SO) became the eighth US electric company within a year to announce construction of new nuclear reactors. A dozen years later, Southern’s pair of 1.1 gigawatt capacity reactors at the Vogtle site in Georgia are the only AP1000s under construction in America. 

Three Chinese Stocks Still Worth Your While

By Roger S. Conrad on May. 19, 2020

It’s no surprise that both the US and China’s political rhetoric is ratcheting up as the US approaches November elections. COVID-19 recriminations are just the latest catalyst for worsening what were already tense relations. Nonetheless, I’m staying with three Chinese essential service stocks.

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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