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Aggressive Income Feature

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.

Clearway Energy: Proving the Model and Back on Track

By Roger S. Conrad on Sep. 8, 2019

Roughly a year ago, deep-pocketed Global Infrastructure Partners replaced downsizing NRG Energy (NYSE: NRG) as Clearway Energy’s (NYSE: CWEN) primary owner and sponsor. We immediately added the yieldco to our Aggressive Holdings, anticipating faster cash flow and dividend growth.

CLP Holdings: Resilient and Poised for Growth

By Roger S. Conrad on Aug. 5, 2019

US/China trade turmoil, rising political tensions in Hong Kong and erratic Australian regulation have driven down shares of CLP Holdings (Hong Kong: 2, OTC: CLPHY) below our buy target of USD11. Now’s the time to pick up shares of this Aggressive Holding.

Kinder Morgan Inc: The Comeback Still Has Room to Run

By Roger S. Conrad on Jul. 5, 2019

It’s three and a half years since Kinder Morgan Inc (NYSE: KMI) shocked its investors with a 75 percent dividend cut. And it’s a fair bet many former shareholders are still steering clear. That’s a shame, given the stock’s nearly 40 percent return so far in 2019.

AES Corp: Big Profits from a Case of Mistaken Identity

By Roger S. Conrad on Jun. 9, 2019

Less than two decades ago, AES Corp (NYSE: AES) was one false step from bankruptcy. That’s when management dramatically slashed debt, streamlined its portfolio and modernized its fleet and systems with the most advanced power technology.

Suez: The Turnaround Continues

By Roger S. Conrad on May. 8, 2019

Portfolio high grading in good times will prevent portfolio-wrecking losses when the macro picture worsens. We’ve had Aggressive Holding Suez (Paris: SEV, OTC: SZEVY) on a very short leash the past few months. Now, thanks to strong first quarter numbers and guidance, it’s again a buy.

Suburban Propane Partners: 10% Yield with Takeover Potential

By Roger S. Conrad on Apr. 8, 2019

When it comes to MLP distribution cuts, lightening often has struck several times in the same place. So it’s no wonder investors have been skeptical about Suburban Propane Partners’ (NYSE SPH) 10 percent plus distribution, since management took the hard step of a -32.4 percent reduction in late 2017.

Enel SpA: Bringing Renewable Energy to Emerging Markets

By Roger S. Conrad on Mar. 10, 2019

It’s been nearly a dozen years since Italy’s Enel SpA (Italy: ENEL, OTC: ENLAY) acquired a majority stake in Spain’s Endesa SA (Spain: ELE)—and immediately became the largest holder of electricity assets in South America as well. That was thanks to a much earlier merger between Endesa and the former Enersis of Chile, which had built a collection of assets across several countries most importantly Brazil.

NTT: Tomorrow’s Telecom for a 20th Century Price

By Roger S. Conrad on Feb. 11, 2019
When the Japanese government called for a big cut in wireless rates last year, NTT DoCoMo (Tokyo: 9437, OTC: DCMYY) was first to respond. Investors immediately assumed the worst, selling off its shares as well as those of its parent and 56.52 percent owner Nippon Telegraph & Telephone (Tokyo: 9432, OTC: NTTYY).

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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