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News and Analysis

Getting over the Hump: Another Batch of Earnings Updates

By Roger S. Conrad on Feb. 26, 2018
More than two-thirds of the companies tracked in our Utility Report Card have announced quarterly results and guidance. We update our ratings and comments on last week's reporters.

More Good News on the Earnings Front

By Roger S. Conrad on Feb. 19, 2018
Twenty-six companies covered in our Utility Report Card announced quarterly results this week, including two Portfolio Holdings.

Rumble Down Under: The Battle over AGL Energy’s Liddell Power Plant

By Roger S. Conrad on Oct. 12, 2017
Rising electricity and natural-gas prices in Australia have padded AGL Energy's bottom line and contributed to tensions surrounding the company's long-standing plan to close the Liddell coal-fired power plant in 2022.

Utilities and Hurricanes: Responding to Harvey and Irma

By Roger S. Conrad on Sep. 25, 2017
How utilities respond to storm-related outages can have important implications for regulatory relations.

Two Reasons to Stick with Southern Company

By Roger S. Conrad on Sep. 1, 2017
We explore the reasons behind Southern Company's recent underperformance and explain why investors should stick with the stock.

Thoughts on Kinder Morgan’s Guidance and Second-Quarter Results

By Roger S. Conrad on Jul. 21, 2017
Kinder Morgan's management team unveiled a plan for the midstream giant to grow its dividend by 60 percent next year. Despite this big talk, the stock remains a show-me story.

Final Earnings Notes for Q1

By Roger S. Conrad on Jun. 5, 2017
We take a look at the handful of Portfolio holdings that reported first-quarter results after the May issue hit the web.

High Yielders vs Dividend Growers

By Roger S. Conrad on Dec. 21, 2016
A dividend cut hits investors with a double-whammy, reducing their current income and catalyzing a sharp selloff in the stock. In contrast, a steadily increasing payout eventually will push a company’s share price higher, particularly when it’s supported by the underlying business.

Content is King When It Sits on the Right Throne

By Roger S. Conrad on Oct. 25, 2016
AT&T follows Comcast Corp’s example with a bold move into the content side of the business. Here’s our take on the deal and third-quarter earnings from some of our core Portfolio holdings.

Learning from Earnings

By Roger S. Conrad on Jul. 30, 2016
A baker's dozen of our Portfolio holdings have reported second-quarter results. Here are our key takeaways.

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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