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News and Analysis

Utility Stocks: ‘Tis The Season

By Roger S. Conrad on Oct. 15, 2018
The final three months of the year are seasonally strong for utility stocks. Since 1969, the Dow Jones Utility Average (DJUA) has posted positive returns in 39 Octobers and 40 Q4s, including (barely) last year.

Clearway Guides Higher, Bracing for Hurricane Florence

By Roger S. Conrad on Sep. 18, 2018
The Carolinas and Virginia are dealing with the aftermath of of Hurricane Florence. The storm’s high winds and flooding are certain to test the resiliency of regional essential service networks.

Q2 Results All In: Here’s News to Use

By Roger S. Conrad on Aug. 14, 2018
All Conrad’s Utility Investor Portfolio companies have now reported calendar second quarter results and updated their guidance, and all but TerraForm Power (NSDQ: TERP) are highlighted in the August issue Utility Report Card.  

Q2 Early Reporters: Key Takeaways So Far

By Roger S. Conrad on Jul. 28, 2018
More than 20 Conrad’s Utility Investor coverage universe companies have reported second quarter earnings, along with updated guidance. My comments along with updated advice, payout ratios and Quality Grades are highlighted in the Utility Report Card.

Yieldcos’ Reboot Hits a New Gear

By Roger S. Conrad on Jun. 2, 2018
The seven yieldcos we track in the Utility Report Card are up roughly 5 percent since the February 9 Income Insights. That’s when I highlighted the sector’s bullish reboot, thanks to a mass turnover of sponsors.

Last Notes on Q1 Numbers

By Roger S. Conrad on May. 19, 2018
A half dozen coverage universe companies have yet to report for Q1, but readers can now check out earnings commentary for 195 other essential services providers, as well as payout ratios, updated advice and Quality Grades in the Utility Report Card.

Post-Issue Earnings Edition

By Roger S. Conrad on May. 14, 2018
Another quarter of the companies in our coverage universe have reported calendar first quarter earnings. The Utility Report Card has our updated comments on the results, as well as payout ratios, Quality Grades, trading advice and other information.

Pre-Issue Earnings Edition

By Roger S. Conrad on May. 1, 2018
Nearly four-dozen companies in our coverage universe have reported their calendar first quarter earnings since our last Utility Roundup. See the Utility Report Card for updated comments, payout ratios, Quality Grades, trading advice and other information.

First Reporters of Q1

By Roger S. Conrad on Apr. 20, 2018
The first six companies in our coverage universe reported calendar Q1 results this week. Readers can find updated comments, ratings, payout ratios and Quality Grades for these companies in the Utility Report Card.

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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