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Conservative Income Feature

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.

AT&T: Merging Network with Media

By Roger S. Conrad on Jul. 3, 2018
AT&T Inc’s (NYSE: T) court victory over the U.S. Department of Justice last month was as complete as any anti-trust ruling in memory. In fact, Judge Richard Leon actually warned government lawyers not to appeal and face certain failure.

This Blue Chip Is Back in Range

By Roger S. Conrad on Jun. 11, 2018
Sempra Energy (NYSE: SRE) is the latest blue chip utility on our long-term target list to slip back to a buying range. This month, we’re adding the stock to the Conservative Holdings. Sempra’s business strengths are legion. On March 9, the company succeeded where Warren Buffett failed, closing on the former Texas Utilities’ regulated electricity transmission and distribution assets. The deal brought its regulated global utility customer base to over 43 million, including San Diego G&E, Southern California Gas and 6 million users in Chile and Peru.

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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