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Utility Roundup

Utility Bonds: Navigating Risk in a Low Reward Market

By Roger S. Conrad on Apr. 20, 2021

With companies ramping up investment on everything from renewable energy to storage and grid upgrades, utilities will eventually come back to the debt market. I expect many will favor low-cost green bonds

5G Spectrum Auction Winners: Maybe Not Who You Think

By Roger S. Conrad on Mar. 15, 2021

The results are in for the most expensive wireless spectrum auction in US history. The question for the Big Two is whether their huge outlay will produce the revenue and cash flow to be worth it.

Why I Bought More Dominion Energy

By Roger S. Conrad on Feb. 15, 2021

Dominion will be an early beneficiary of Biden Administration energy policies regarding permitting for offshore wind facilities.

These Offshore Wind Stocks are Still Cheap

By Roger S. Conrad on Jan. 26, 2021

Renewable energy stocks were popular well before the recent US elections. Since then they’ve really blasted off, but one group of renewable energy stocks have yet to feel the love.

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.

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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