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Conservative Income Feature

Big Midstream for Growth and Income

By Roger S. Conrad on Nov. 11, 2019

Sustainability worries about North American shale oil and gas production, governance concerns and an ugly half-decade of dividend cuts convinced many investors to flee the midstream energy sector and never look back.

Chevron Corp: Safe Bet on Energy Convergence

By Roger S. Conrad on Oct. 7, 2019

Outside of regulated utilities, no group of companies has demonstrated greater long-term resilience than super oils like Top 10 DRIP Chevron Corp (NYSE: CVX). That’s still true despite what many consider their greatest challenge yet: Global decarbonization.

Pembina Pipeline: Building Midstream Growth the Safe Way

By Roger S. Conrad on Sep. 8, 2019

Over the past 15 years, Conservative Holding Pembina Pipeline Corp (TSX: PPL, NYSE: PBA) has endured two wholesale depressions in Alberta’s energy patch—and the Canadian government’s death sentence on its former income trust structure.

Exelon Corp: Back to its Utility Roots

By Roger S. Conrad on Aug. 5, 2019

In summer 2013, Exelon Corp (NYSE: EXC) cut its quarterly payout from 52.5 cents to 31 cents per share. The 41 percent reduction was a tacit admission that no US carbon tax would save the nation’s largest nuclear power fleet from falling wholesale electricity prices.

BCE Inc: Time to Pick Up Some of Canada’s Telecom King

By Roger S. Conrad on Jul. 5, 2019

Communications has been a tough business throughout North America for years. But Conservative Holding BCE Inc (TSX: BCE, NYSE: BCE) has consistently gained revenue and market share. The company today operates Canada’s Best in class network on the verge of 5-G adoption.

Take Another Look at Old Ma Bell

By Roger S. Conrad on Jun. 9, 2019

From its humble beginnings as the old Southwestern Bell, AT&T Inc (NYSE: T) emerged from the competitive free-for-all following 1996 deregulation as one of America’s big two telecoms. And revenues, earnings and dividends have risen consistently ever since.

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.

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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