Aggressive Income Feature
Enel SpA: Renewable Energy Leader at a Dream Buy Price
By
Roger S. Conrad on
Mar. 14, 2022
Russia’s invasion of Ukraine and the unexpectedly severe global reaction to it have understandably triggered mass selling of any company with perceived exposure. Among the damaged is Aggressive Holding Enel SpA (Italy: ENEL, OTC: ENLAY).
Constellation Energy: A Nuclear Power Story with Free Cash Flow
By
Roger S. Conrad on
Feb. 14, 2022
On February 2, Conservative Holding Exelon Corp (NYSE: EXC) closed the long-awaited spinoff of its wholesale power generation and retail energy arm. Shareholders received one share of the new company, Constellation Energy (NYSE: CEG), for every three Exelon. And I’ve added the stock to the Aggressive Holdings.
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.
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Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
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Warning: Falling Dividends.
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Roger's current take and vital statistics on more than 200 essential-services stocks.
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