Utility Roundup
Holding Value in Volatile Times
By
Roger S. Conrad on
Feb. 25, 2022
As dominant providers of essential services, utilities enjoy a degree of revenue reliability in tough times that companies in other industries can only envy. We’re seeing that strength again in our recommendations’ recently reported Q4 results and guidance.
NextEra Energy’s Results: Flashing Green for Renewable Energy Adopters
By
Roger S. Conrad on
Jan. 26, 2022
These days, the strongest players of a sector often soar and crash along with its weakest, depending on the latest investment fad. However, this also gives investors a historic opportunity to buy stocks of high-quality renewable energy adopters at very low prices.
What Kinder’s Q3 Says About Midstream’s High Yields
By
Roger S. Conrad on
Oct. 21, 2021
Despite some setbacks, Kinder Morgan Inc. (NYSE: KMI) has adapted to where we are right now in the energy price cycle. But effective participation still requires discipline.
Mid-Summer Update: Business Momentum Picks up Steam
By
Roger S. Conrad on
Jul. 21, 2021
Our best in class utilities and essential services companies proved their resilience in pandemic-riddled 2020.
Utility Bonds: Navigating Risk in a Low Reward Market
By
Roger S. Conrad on
Apr. 20, 2021
With companies ramping up investment on everything from renewable energy to storage and grid upgrades, utilities will eventually come back to the debt market. I expect many will favor low-cost green bonds
5G Spectrum Auction Winners: Maybe Not Who You Think
By
Roger S. Conrad on
Mar. 15, 2021
The results are in for the most expensive wireless spectrum auction in US history. The question for the Big Two is whether their huge outlay will produce the revenue and cash flow to be worth it.
Why I Bought More Dominion Energy
By
Roger S. Conrad on
Feb. 15, 2021
Dominion will be an early beneficiary of Biden Administration energy policies regarding permitting for offshore wind facilities.
These Offshore Wind Stocks are Still Cheap
By
Roger S. Conrad on
Jan. 26, 2021
Renewable energy stocks were popular well before the recent US elections. Since then they’ve really blasted off, but one group of renewable energy stocks have yet to feel the love.
MDU Resources: Low Risk Bet on an Infrastructure Boom
By
Roger S. Conrad on
Dec. 16, 2020
At first glance, MDU Resources (NYSE:MDU) shows a fairly discouraging investment profile. But there are three very good reasons to expect much better in the next 12 months.
Algonquin Power: An Up and Coming NextEra at a Better Price
By
Roger S. Conrad on
Dec. 15, 2020
Strong regulated utilities combined with long-term contracted renewable energy generation: That’s the NextEra Energy (NYSE: NEE) business model. And not only does the formula work well, it’s become quite popular with investors.
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