• Twitter

Conservative Income Feature

Algonquin Power & Utilities: Adding a Fourth Growth Driver

By Roger S. Conrad on May. 8, 2019

Conservative Holding Algonquin Power & Utilities (TSX: AQN, NYSE: AQN) has roughly $5 billion in market capitalization. It’s sparsely represented in indexes and individual investors hold nearly half the float. The result is few US-based analysts cover the stock, despite the fact that US operations generated 95 percent of the company’s 2018 revenue.

Brookfield Renewable: Another Coup for Conservative Growth

By Roger S. Conrad on Apr. 8, 2019

There’s no faster way to grow a business than by making acquisitions. The trick few master is finding deals with upside from simply following core competencies, and made at the right price. But neither has been a problem for Conservative Holding Brookfield Renewable Energy Partners (TSX: BEP-U, NYSE: BEP).

TransCanada Corp: Midstream with Momentum

By Roger S. Conrad on Mar. 10, 2019

TransCanada Corp (TSX: TRP, NYSE: TRP) has long been synonymous with the delayed north leg of the Keystone XL pipeline. Earlier this decade, the project to deliver Alberta oil to the US Gulf Coast seemed a sure thing. Then it became the one pipeline the Obama Administration rejected, only to be revived by the Trump Administration.

Another Chance to Buy Telecom’s Best

By Roger S. Conrad on Feb. 11, 2019
Last week, Verizon Communications (NYSE: VZ) sold $1 billion in 10-year green bonds at a cost that was 14 percent lower than expected. That’s just the latest demonstration of this company’s superior access to capital, even as it generates $18 billion in free cash flow this year, or twice its total dividends.

The Low Cost Way to Buy NextEra

By Roger S. Conrad on Jan. 14, 2019
NextEra Energy (NYSE: NEE) is both America’s leading producer of wind and solar energy and operator of arguably its healthiest electric utility. So it’s small wonder it’s also the country’s most power stock.

Dominion Energy Gets Ready to Roll

By Roger S. Conrad on Dec. 10, 2018
It’s been an up and down 2018 so far for Conservative Holding Dominion Energy (NYSE: D). Downside began shortly after New Year’s, following a daring takeover bid for SCANA Corp (NYSE: SCG). That was just as South Carolina regulators and legislators were turning utilities into election year punching bags for cancelling the Summer nuclear construction project.

Aqua America Turns on the Gas

By Roger S. Conrad on Nov. 11, 2018
Conservative Holding Aqua America Inc (NYSE: WTR) produced a more than 22-fold return over the past quarter century. The simple formula for those gains: Acquiring small water systems unable to meet safe drinking water standards, upgrading them and passing along profits as consistent dividend growth.

Another Great Entry Point for Avangrid

By Roger S. Conrad on Oct. 9, 2018
In March 2015, we added current Conservative Holding Avangrid Inc’s (NYSE: AGR) predecessor company UIL Holdings, as an Aggressive Holding. Our rationale: UIL was a solid New England utility that would capture a big premium from its proposed merger with Iberdrola SA (Spain: IBE, OTC: IBDRY), and an even fatter return afterward.

High Quality Midstream and Cheap Again

By Roger S. Conrad on Sep. 9, 2018
Conservative Holding Pembina Pipeline Corp (TSX: PPL, NYSE: PBA) is underwater -5.6 percent this year. That compares to a 7.4 percent return for the Alerian MLP Infrastructure Index.

Big Yield, Steady Growth and a Currency Kicker

By Roger S. Conrad on Aug. 11, 2018
Conservative Holding Brookfield Renewable Partners L.P. (TSX: BEP-U, NYSE: BEP) is lower by about 11 percent in US dollar terms this year. That’s 11 percentage points worse than the Dow Jones Utility Average and 18 points behind the S&P 500. But Brookfield’s stumbling share price is a stark contrast to an underlying business that’s stronger than ever, underscored by a 6 percent plus dividend still on track for 5 to 8 percent long-term annual growth.

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