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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.

MODEL PORTFOLIOS & RATINGS

ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b