Utility Roundup
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.
Earnings and Guidance in Focus
By
Roger S. Conrad on
Jan. 30, 2023
Is the US economy slowing enough to enter recession this year? And if it is, how well are the companies we own prepared for what’s to come?
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).
Year End Moves (and Non-Moves)
By
Roger S. Conrad on
Dec. 27, 2022
There are just three trading days to go in 2022. And barring a real last minute tsunami, this year will go down as a decidedly flat overall for the Conrad’s Utility Investor portfolios and Utility Report Card coverage universe.
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.
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