News and Analysis
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.
Wrapping up Q1 Results and Guidance: Steady as She Goes
By
Roger S. Conrad on
May. 13, 2022
Relentless global inflation pressures, rising interest rates, lingering pandemic fallout and still-high valuations are wreaking havoc on stock portfolios thus far in 2022. But after another week of jagged volatility, the Dow Jones Utility Average is still in the black year-to-date
Utility Bellwethers: Portents from Q1 Results
By
Roger S. Conrad on
Apr. 23, 2022
Dow Jones Utility Average returns are now more than 17 percentage points ahead of the S&P 500 year to date. And 21 CUI Portfolio members trade above my highest recommended entry points. But that also means, despite recent stock market turbulence, they’re still high-priced enough for readers to consider cashing out a portion of their positions.
How to Play Utilities’ Quiet Rally
By
Roger S. Conrad on
Mar. 25, 2022
Thus far, 2022 has been a series of jagged ups and downs for global stock markets, with most prices ratcheting lower. Regulated US utilities, however, have been staging a quiet rally.
Holding Value in Volatile Times
By
Roger S. Conrad on
Feb. 25, 2022
As dominant providers of essential services, utilities enjoy a degree of revenue reliability in tough times that companies in other industries can only envy. We’re seeing that strength again in our recommendations’ recently reported Q4 results and guidance.
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