• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

News and Analysis

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.

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.

Kinder’s Dividend Decision Is Prudence, Not Weakness

By Roger S. Conrad on Apr. 23, 2020

In 2017, financially recovering Kinder Morgan Inc (NYSE: KMI) promised investors three dividend increases. This week, for the third increase it offered up a 5 percent lift for 2020, just 20 percent of what was promised. Under normal conditions, I’d view a shortfall like this as a potential warning of underlying business weakness. In Kinder's case, here's why it's not.

Q1 Earnings: Here’s What’s Important

By Roger S. Conrad on Apr. 17, 2020

With the virus still spreading and shutdowns continuing, forecasting COVID-19’s eventual damage to human health and the global economy is still a matter of conjecture, making it difficult for management teams to set guidance for the rest of 2020.

However, Q1 numbers and guidance, to be released over the next several weeks, will be absolutely critical to making good decisions, particularly where dividend safety is concerned.

Electricity Demand in the Time of COVID-19

By Roger S. Conrad on Mar. 28, 2020

It’s still early days for US COVID-19 fallout. And most electric companies have yet to issue guidance. But so far, the US power industry is showing typical resilience in tough times.

That means future selloffs in the ongoing bear market are buying opportunities for best in class electric utilities, not a reason to sell.

MODEL PORTFOLIOS & RATINGS

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