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News and Analysis

Dodging the Windstream Fallout: One Month Later

By Roger S. Conrad on Mar. 21, 2019

Get big or go home: That’s the communications sector’s reality.

Two Pipelines are in Peril, Here’s Who’s at Risk

By Roger S. Conrad on Feb. 28, 2019

The result of a decision by the U.S. Court of Appeals for the Fourth Circuit in Richmond, Virginia this week puts two proposed long haul natural gas transportation projects in peril.

The Green New Deal’s Unlikely Winners

By Roger S. Conrad on Feb. 23, 2019

Despite a not-quite-ready-for-prime-time roll-out, the so-called "Green New Deal"' key goal of de-carbonization is gaining ground on both sides of the aisle in Congress, and more importantly with industry.

Dodging the Windstream Default Fallout

By Roger S. Conrad on Feb. 20, 2019

Unless it can successfully appeal the decision, a Manhattan federal court ruling will likely shove the wireline phone company over the edge.

NextEra Energy: Best in Class, But at a Price

By Roger S. Conrad on Jan. 29, 2019
Formerly known as FPL Group, NextEra Energy (NYSE: NEE) has nearly doubled the return on the Dow Jones Utility Average over the last decade and topped the S&P 500 by 70 percentage points, while emerging as America’s favorite power company.

Kinder’s Results: Buy Signal for US Midstream

By Roger S. Conrad on Jan. 28, 2019
With an industry-leading 84,000 miles of energy pipelines, 157 terminals and related assets, Kinder Morgan Inc's (NYSE: KMI) results aren’t just a progress report, but reliable portents for the rest of the business as well.

High Yield Bonds Without High Risks

By Roger S. Conrad on Dec. 22, 2018
With barely a week left to go, the fourth quarter is on track to be nearly as bad for high yield bonds as it has for high yield stocks.  

More Fires in California, Amerigas Still Solid

By Roger S. Conrad on Nov. 14, 2018
This year's autumn rains are late arriving in bone-dry California, resulting in another season of devastating fires. Smoke from the massive “Camp Fire” in northern California currently shrouds San Francisco and the ongoing Edison Electric Institute's annual Financial Conference in the city’s downtown area. Executives from PG&E (NYSE: PCG), the utility serving the affected region, withdrew from the conference to deal with the crisis.

Renewable Energy Growth Drives Utility Earnings

By Roger S. Conrad on Oct. 24, 2018
NextEra Energy’s (NYSE: NEE) third quarter results are impressive, but the best news is inside that performance.

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.
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