• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Aggressive Income Feature

AES Corp: High Growth at Deep Value

By Roger S. Conrad on Jul. 10, 2020

No Dow Jones Utility Average member has seen volatility this year like AES Corp (NYSE: AES). The stock hit a 12-year peak on February 18, then fell more than 60 percent, and has since recouped two-thirds of that loss.

Centerpoint Energy Preferreds: Recovery Bet with a High Yield Kicker

By Roger S. Conrad on Jun. 9, 2020

This spring Centerpoint Energy (NYSE: CNP) cut its quarterly dividend in half. That followed a $155 million reduction in distributions from Enable Midstream Partners (NYSE: ENBL), of which the company owns 50 percent of the general partner and 53.7 percent of common units.

NTT: 5G Fires Up Growth

By Roger S. Conrad on May. 11, 2020

Communications traffic is surging while the global economy shrinks. By and large, sector companies didn’t convert that to higher profits or even revenues in Q1. But the emerging trend is faster adoption of 5G, with a resulting earnings liftoff for industry leaders the next few years.

Enel SpA: Green is Still Green

By Roger S. Conrad on Apr. 13, 2020

Falling oil prices and economic weakness have historically been bad news for wind and solar power. But this time around, they’re shaping up bullish for global electricity producer Enel SpA (Italy: ENEL, OTC: ENLAY).

AGL Energy: Still Dominant, Decidedly Unloved

By Roger S. Conrad on Mar. 10, 2020

It’s been a difficult couple of years for AGL Energy (ASX: AGL, OTC: AGLXY), Australia’s largest power producer and electricity retailer.

First came the National/Liberal Party federal government’s aggressive reaction to rising prices for natural gas and electricity—a trend AGL had correctly bet on that resulted from a dramatic increase in the country’s LNG exports.

China Mobile: Building 5-G

By Roger S. Conrad on Feb. 10, 2020

Aggressive Holding China Mobile (Hong Kong: 941, NYSE: CHL) was our worst performing stock last year. But China’s largest communications company looks set to deliver much stronger returns going forward.

Vistra Energy: Power Play at a Bargain Price

By Roger S. Conrad on Jan. 12, 2020

When Vistra Energy (NYSE: VST) emerged from the TXU bankruptcy in late 2016, we weren’t optimistic. Wholesale electricity prices were in a multi-year slide, and the economics of the company’s coal heavy assets were eroding even faster.

National Fuel Gas: Integrated Model Weathers Cheap Gas

By Roger S. Conrad on Dec. 9, 2019

Competition from “associated” natural gas in Texas and scarce takeaway capacity are weighing on the price of natural gas produced in Appalachia. That’s triggered a meltdown of regional producers in 2019, including a 50 percent plus decline in the largest, EQT Resources (NYSE: EQT).

Atlantica Yield Plc: Building Growth and Sharing it

By Roger S. Conrad on Nov. 11, 2019

Roughly four years ago, Atlantica Yield’s (NSDQ: AY) largest shareholder Abengoa SA (Spain: ABG) filed bankruptcy. The move restricted cash flows from facilities the pair held in common. And as a result, the yieldco was forced to suspend dividends until September 2016, when it resumed at a quarterly rate that was barely one-third the former payout.

America Movil: High Growth at Low Price

By Roger S. Conrad on Oct. 7, 2019

Carlos Slim’s America Movil (Mexico: AMXL, NYSE: AMX) today is a global powerhouse serving nearly 280 million wireless and 85 million wireline customers in more than a dozen countries. Mexico is most important at a third of revenue, followed by Brazil at 20 percent and the US at 15 percent.

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