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Aggressive Income Feature

AT&T Inc: Betting on the Sum of the Parts

By Roger S. Conrad on Jan. 14, 2022
First let’s agree Aggressive Holding AT&T Inc (NYSE: T) could hardly have done a worse job of selling investors on its plan to spin off Warner Media and merge it with Discovery Inc (NSDQ: DISCA).

PPL Corp: Resetting Low-Risk, Long-Term Growth

By Roger S. Conrad on Dec. 13, 2021
Aggressive Holding PPL Corp (NYSE: PPL) trades at roughly the same price it did when I initially recommended the stock in October 2020. But the business restructuring we bet on is nearing the finish line.

Vistra Corp: Still (Very) Cheap and Growing Again

By Roger S. Conrad on Nov. 8, 2021
Unregulated power producer and retailer Vistra Corp (NYSE: VST) is still slightly underwater from my initial recommendation in January 2020. But as a business, it’s proven its worth as a model of resiliency.

CLP Holdings: Low Risk Bet on Asia’s Energy Explosion

By Roger S. Conrad on Oct. 11, 2021
Few places have seen more turbulence than Hong Kong the past few years. But equally, few utilities boast anything close to the continuing reliable and robust growth of CLP Holdings (HK: 2, OTC: CLPHY).

Centerpoint Energy: Safe Stock with 3 Upside Catalysts

By Roger S. Conrad on Sep. 6, 2021

Last week, Centerpoint Energy’s (NYSE: CNP) 7 percent preferred stock converted into 1.8349 of the company’s common shares. That was the maximum possible exchange and the best outcome for the preferred, which also paid a final dividend of 87.5 cents.

AES Corp: The Best is Yet to Come

By Roger S. Conrad on Aug. 9, 2021
Thirteen months ago, I highlighted AES Corp (NYSE: AES) in this space. Since then, the stock has racked up a total return close to 80 percent. But the best is yet to come for investors in the global power generation and distribution company.

Southwest Gas: More than the Sum of its Parts

By Roger S. Conrad on Jul. 3, 2021
The history of utilities is packed with examples of management getting badly burned by investing outside regulated operations. That tends to keep stocks of companies that do at big discounts to their peers, as Southwest Gas Holdings (NYSE: SWX) is at 15.7 times expected next 12 months earnings.

America Movil: Recession-Resistant Franchise Ready to Ride the Recovery

By Roger S. Conrad on May. 31, 2021
Economic turmoil, political disruption, tough competition, an historic pandemic still wreaking havoc in its core Latin American markets and an environment where investors are largely shunning emerging market risk: Despite all that, America Movil reports a 1.2 percent increase in Q1 revenue, 5.2 percent higher EBITDA and positive stock returns since the beginning of tumultuous 2020.

Atlantica Sustainable Infrastructure: A Yieldco Comes of Age

By Roger S. Conrad on May. 10, 2021

Last week, Atlantica Sustainable Infrastructure (NSDQ: AY) raised its quarterly dividend to 43 cents per share. That’s 4.9 percent higher than the year ago payment. It’s also what the company paid in December 2015, just prior to the bankruptcy of then parent Abengoa SA, making it a capstone for a remarkable metamorphosis.

Kinder Morgan: Big Yield from a Long Life Business

By Roger S. Conrad on Apr. 12, 2021

Since results of the November 2020 presidential election became clear, shares of Aggressive Holding Kinder Morgan Inc (NYSE: KMI) are up nearly 50 percent.

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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