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Aggressive Income Feature

National Fuel Gas: Proving Its Business Model Again

By Roger S. Conrad on Mar. 8, 2021

The natural gas price spikes during the great Texas freeze will force new scrutiny of supply chains from wellhead to burner tip. One energy company that won’t have to: Aggressive Holding National Fuel Gas (NYSE: NFG), which operates everything from regulated distribution utilities to oil and gas wells.

Enel SpA: Renewable Energy Growth at a Fair Price

By Roger S. Conrad on Feb. 8, 2021

Falling deployment costs, favorable regulation and low cost capital are fueling an unprecedented boom in renewable energy adoption. A rare big winners still trading at a fair entry price: Enel SpA (Italy: ENEL, OTC: ENLAY).

TDS: High Quality Telecom with Takeover Appeal

By Roger S. Conrad on Jan. 11, 2021

Takeover activity was the bright spot in an otherwise gloomy year for communications, with two more deals closing in December. New Aggressive Holding Telephone & Data Systems (NYSE: TDS) is this year’s most eligible candidate for a high premium offer.

FirstEnergy Corp: Economics over Politics

By Roger S. Conrad on Dec. 8, 2020

Regulation is the straw in my Quality Grade system that most often stirs the drink. And when the result is an increasingly volatile mixture, it’s usually best for investors to stand clear.

Vistra Energy: Cash Machine at a Bargain Price

By Roger S. Conrad on Nov. 9, 2020

Back in January, I added unregulated electricity generator and retailer Vistra Energy (NYSE: VST) to the Aggressive Holdings for three reasons.

First, the company is a cash machine, consistently shaving costs from its business and debt from its balance sheet while gaining market share with acquisitions and “greening” its generation fleet. Second, its shares traded at a major valuation gap I thought would close as the US economy strengthened. And third, there was a growing possibility of a takeover, potentially by private capital.

PPL Corp: 3 Reasons to Buy

By Roger S. Conrad on Oct. 12, 2020

PPL Corp’s (NYSE: PPL) potential sale of UK operations remains a threat to its dividend several weeks into the strategic review. Nonetheless, we’re adding the stock to the Aggressive Holdings now for three reasons.

Clearway Energy: Dividend Restored and Set to Grow

By Roger S. Conrad on Sep. 8, 2020

Clearway Energy (NYSE: CWEN) rewarded our patience last month by restoring quarterly dividends to a rate of 31.25 cents per share. The move initially pushed the stock to a new high in the upper-20s. But it also apparently convinced some investors the big gains are done, a mistake the sellers will likely regret.

MDU Resources: High on Infrastructure

By Roger S. Conrad on Aug. 10, 2020

Utilities that diversify too far from regulated essential services usually wind up getting burned. But once in a while, a company with staying power is in the right place at the right time. That’s the case for MDU Resources.

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.



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