News and Analysis
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.
Deals, Deals, Deals (and Earnings)
By
Roger S. Conrad on
Jul. 25, 2016
We share our take on the latest deal flow involving companies in our Utility Report Card, the first earnings of the season and hedging against potential downside in utility stocks.
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