News and Analysis
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.
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).
What the Fed’s Latest Move Means for Income Seekers
By
Roger S. Conrad on
Nov. 3, 2022
It’s official: The Federal Reserve raised the target range for its Fed Funds rate to 3.75-4 percent. And accompanying “Fed speak” strongly implies more substantial increases ahead.
Dream Buys in the Dividend Stock Selloff
By
Roger S. Conrad on
Sep. 30, 2022
“Dream Buy” prices are levels of valuation that historically have been reached only under extremely bad market conditions. But provided underlying businesses stay strong, buyers there will realize windfall gains.
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