Utility Roundup
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.
Highlights from Fourth-Quarter Earnings Season
By
Roger S. Conrad on
Feb. 9, 2018
Twenty-seven companies covered in our Utility Report Card have reported quarterly results since the February issue of Conrad's Utility Investor went out.
Fixed-Income Update
By
Roger S. Conrad on
Jan. 9, 2018
We continue to leverage our expertise in the utility sector and other essential-service industries to uncover opportunities for our small basket of fixed-income securities. In this update, we highlight four new bond ideas and cash out of one of our existing positions.
Utility Stocks and Tax Reform
By
Roger S. Conrad on
Jan. 3, 2018
Regulated gas, electric and water utilities won’t benefit directly from the Tax Cut and Jobs Act’s signature change: a reduction in the top corporate tax rate to 21 percent from 35 percent. But tax reform still creates a number of opportnities for regulated utilities, especially the strongest operators.
Earning Their Upgrades
By
Roger S. Conrad on
Nov. 17, 2017
Two of our Portfolio holdings announced third-quarter results after the November issue of Conrad's Utility Investor hit the web.
Thoughts on Third-Quarter Earnings
By
Roger S. Conrad on
Oct. 28, 2017
Third-quarter earnings season is in full swing, bringing some upside and downside surprises for our Model 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.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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