• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors

Aggressive Income Feature

AGL Energy: Still Dominant, Decidedly Unloved

By Roger S. Conrad on Mar. 10, 2020

It’s been a difficult couple of years for AGL Energy (ASX: AGL, OTC: AGLXY), Australia’s largest power producer and electricity retailer.

First came the National/Liberal Party federal government’s aggressive reaction to rising prices for natural gas and electricity—a trend AGL had correctly bet on that resulted from a dramatic increase in the country’s LNG exports.

China Mobile: Building 5-G

By Roger S. Conrad on Feb. 10, 2020

Aggressive Holding China Mobile (Hong Kong: 941, NYSE: CHL) was our worst performing stock last year. But China’s largest communications company looks set to deliver much stronger returns going forward.

Vistra Energy: Power Play at a Bargain Price

By Roger S. Conrad on Jan. 12, 2020

When Vistra Energy (NYSE: VST) emerged from the TXU bankruptcy in late 2016, we weren’t optimistic. Wholesale electricity prices were in a multi-year slide, and the economics of the company’s coal heavy assets were eroding even faster.

National Fuel Gas: Integrated Model Weathers Cheap Gas

By Roger S. Conrad on Dec. 9, 2019

Competition from “associated” natural gas in Texas and scarce takeaway capacity are weighing on the price of natural gas produced in Appalachia. That’s triggered a meltdown of regional producers in 2019, including a 50 percent plus decline in the largest, EQT Resources (NYSE: EQT).

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.

MODEL PORTFOLIOS & RATINGS