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Aggressive Income Feature

Telefonica: Deep Value Returning to Growth

By Roger S. Conrad on Jul. 3, 2018
Shares of Aggressive Holding Telefonica SA (Spain: TEF, NYSE: TEF) have been hit this year by a weakened Euro/US dollar exchange rate and concern about the health of emerging markets. The company garners roughly half its revenue from South America, including Brazil.

De-Risked Kinder Morgan Is Ripe for Purchase

By Roger S. Conrad on Jun. 11, 2018
Successful big pipeline projects move the profit meter in the energy midstream business. But when they go wrong, they can quickly diminish a developer’s growth and financial health. That was the growing risk to Kinder Morgan Inc (NYSE: KMI) before it sold its Trans Mountain pipeline and expansion project to the Canadian government. Now management has CAD6.4 billion in saved capital expenditures as well as CAD4.5 billion in sales proceeds to invest in a wide range of potential projects. And that’s in addition to $12.7 billion of backlog already in development, targeted to produce $1.7 billion of additional EBITDA by 2021.

A Rare 9 Percent Yield With Safety Credentials

By Roger S. Conrad on May. 6, 2018
For the first year since 2005, propane distributor Amerigas Partners (NYSE: APU) didn’t raise its quarterly distribution. Rather than a sign of weakness, however, management’s decision secures the already generous 9 percent plus yield and may have set the stage for shares to break out of an 8-years plus trading range.

Dominant Down Under and Cheap Again

By Roger S. Conrad on Apr. 13, 2018
This Australian energy giant has reaped the rewards of climbing natural-gas prices while continuing to invest in the future.

Business is Booming

By Roger S. Conrad on Mar. 5, 2018
Our favorite turnaround story in the utility sector posted a blow-out fourth quarter.

The Big Selloff

By Roger S. Conrad on Feb. 4, 2018
We make a calculated bet on a utility stock that has sold off hard over the past few months.

A New Beginning

By Roger S. Conrad on Jan. 8, 2018
The undervalued stock has a checkered past--and a bright future.

Another Chance to Buy

By Roger S. Conrad on Dec. 10, 2017
The recent pullback in this stock creates a buying opportunity for investors who missed it the first time.

Not a Value Trap

By Roger S. Conrad on Nov. 14, 2017
Recent weakness in this telecom giant's share price belies its strong balance sheet, ample free cash flow and intermediate-term growth prospects.

A Transformative Deal Ignites Growth

By Roger S. Conrad on Oct. 7, 2017
A blockbuster acquisition could put this European water and environmental services company on the path to dividend growth.

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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