Aggressive Income Feature
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.
The Last Bargain in Yieldco Land
By
Roger S. Conrad on
Sep. 9, 2017
Maligned for an ostensibly broken business model earlier this year, the yieldcos covered in our Utility Report Card have rallied hard, rewarding patient investors with impressive gains. After this run-up, only one yieldco still trades below our buy target.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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