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Utility Roundup

Utility Bonds: Still Keeping It Short

By Roger S. Conrad on May. 12, 2024
A number of readers have asked my views on bonds as an alternative to dividend paying stocks. That’s understandable, given what’s been general investor disinterest in dividends over the past year and a half, even when companies have raised them reliably and robustly.

Top Takeaways from EEI 2023

By Roger S. Conrad on Nov. 28, 2023
After nearly two decades of flat demand, US utilities are already reporting substantial weather-adjusted increases. That’s from digitization of industries that require massive data collection and processing capabilities.

Five Key Takeaways from Q2 and What They Portend

By Roger S. Conrad on Aug. 11, 2023
Nine more CUI Portfolio recommendations have announced Q2 results and updated guidance since the August issue went to post. I’ll have a full recap and analysis for each in the September issue. But here’s what you need to know now.

Verizon and AT&T: Some Thoughts

By Roger S. Conrad on Jul. 18, 2023
How low can deep value stocks go? If you own AT&T Inc (NYSE: T) and/or Verizon Communications (NYSE: VZ), you’re no doubt asking that question.

Income Stocks and Interest Rates: Myth and Fact

By Roger S. Conrad on Jun. 6, 2023
I’ve heard this “simple rule” repeated thousands of times by investors, media personalities and even fellow analysts since I came into the advisory business in the mid-1980s. And I’m certain it will be regurgitated thousands more times long after I leave it, hopefully some decades from now.

Algonquin and Enel: Recoveries on Track

By Roger S. Conrad on Mar. 17, 2023
A banking crisis can be a tough time to strengthen a balance sheet. But based on calendar Q4 results and updated guidance announced this week, financial recovery plans at Aggressive Holdings Algonquin Power & Utilities (TSX: AQN, NYSE: AQN) and Enel SpA (Italy: ENEL, OTC: ENLAY, ESOCF) are accelerating.

Four More Report Q4: Here’s What You Need to Know

By Roger S. Conrad on Feb. 15, 2023

Four more Conrad’s Utility Investor portfolio companies have now reported their Q4 results and updated guidance and all of them generally affirmed longer-term earnings growth guidance.

The Best Surprise is None for 2023 Guidance

By Roger S. Conrad on Feb. 11, 2023
Thursday, I posted the February issue of Conrad’s Utility Investor. Since then, a trio of portfolio companies have reported Q4 results and updated their 2023 guidance. The best news for all three recommendations was a lack of meaningful surprises.

Earnings and Guidance in Focus

By Roger S. Conrad on Jan. 30, 2023

Is the US economy slowing enough to enter recession this year? And if it is, how well are the companies we own prepared for what’s to come?

Algonquin Re-Sets: What’s Next

By Roger S. Conrad on Jan. 12, 2023

Algonquin Power & Utilities (TSX: AQN, NYSE: AQN) has re-set its common stock dividend and will try again to win Federal Energy Regulatory Commission approval for the acquisition of Kentucky Power from American Electric Power (NYSE: AEP).



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