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Conservative Income Feature

Algonquin Power & Utilities: Rapid Renewable Energy Growth on the Bargain Counter

By Roger S. Conrad on May. 31, 2021

I first became acquainted with Algonquin Power & Utilities (NYSE: AQN) back in the early ‘00s. Then it was a small power plant developer growing rapidly by taking advantage of the Canadian income trust investment boom.

Brookfield Renewable: Lower Entry Point Means Higher Returns

By Roger S. Conrad on May. 10, 2021

For nearly eight years as a Conservative Holding, Brookfield Renewable Partners (TSX: BEP-U, NYSE: BEP) has reliably built cash flow from a growing global portfolio of contracted hydro, wind and solar assets. Dividends have increased nearly 60 percent since my initial recommendation and face few hurdles to 5 to 8 percent annual growth.

Edison International: Betting on Electric Vehicles the Safe Way

By Roger S. Conrad on Apr. 12, 2021

From range limits to battery costs, electric vehicles have a long way to go before they rule America’s roads. And even the leading name in EV manufacturing Tesla Inc (NSDQ: TSLA) still relies on tax credits and outside capital to fund operations.

WEC Energy: Best in Class and Cheap Again

By Roger S. Conrad on Mar. 8, 2021

Since 1999, utility stocks have finished higher 7 years when interest rates have risen and never lower. In fact, three worst performances by far were during years of falling rates: 2008, 2002 and 2001.

BCE Inc: Best in Class, Cheap and with a Currency Kicker

By Roger S. Conrad on Feb. 8, 2021

In the past year, BCE Inc (TSX: BCE, NYSE: BCE) took hits from pandemic fallout and government pressure to cut broadband and wireless rates. And though less exposed than archrival Telus Inc (TSX: T, NYSE: TU), the company was forced to overhaul 5G strategy when equipment maker Huawei became persona non grata.

Atmos Energy: Locking in Gas Distribution’s Best

By Roger S. Conrad on Jan. 11, 2021

Locked in 6 to 8 percent annual earnings growth secured by steady rate base expansion; Strong regulatory relations in 8 southern states, particularly Texas; A dividend that’s nearly doubled over the past decade and is still covered better than 2-to-1 by profits; A secure A-rated balance sheet and operating metrics routinely at the top for natural gas distributors.

Another Crack at AT&T

By Roger S. Conrad on Dec. 8, 2020

This is a stock market that plays favorites. And clearly AT&T Inc (NYSE: T) hasn’t been one this year, with investors alternately grousing about high levels of debt, pandemic-affected results at WarnerMedia and dividend safety.

Avangrid Inc: Getting Back on the Road to Growth

By Roger S. Conrad on Nov. 9, 2020

Conservative Holding Avangrid Inc (NYSE: AGR) hasn’t raised its dividend since July 2018. Not surprisingly, its returns have since lagged the Dow Jones Utility Average by more than 25 percentage points.

Two major developments in the past month promise a favorable reversal of fortune, even as shares have dropped roughly 10 percent to an attractive entry point.

CMS Energy: Renewables Growth with Takeover Upside

By Roger S. Conrad on Oct. 12, 2020

“Keep it simple” is a best practices business maxim that’s far easier to preach than practice. But when a company consistently sticks to it, superior results follow—as they have for nearly 20 years at Michigan electric and gas utility CMS Energy (NYSE: CMS).

Essential Utilities: Still Building Real Wealth

By Roger S. Conrad on Sep. 8, 2020

Barely a century ago, Americans enjoyed plentiful, clean and practically free drinking water. Now ensuring safe supplies and treating waste is an increasingly essential and rapidly growing $200 billion plus global market. Among the surest beneficiaries: The handful of US investor owned utilities, headlined by Conservative Holding Essential Utilities (NYSE: WTRG).

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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