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Aggressive Income Feature

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.

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.

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