Conservative Income Feature
Best in Class
By
Roger S. Conrad on
Dec. 7, 2014
Taking advantage of selloffs to scoop up best-in-class names is a time-tested tactic for scoring outsized investment gains.
In the midstream space, few master limited partnerships offer as compelling a combination of value and superior business performance as the newest member of our Conservative Income Portfolio..
Standing at the Top
By
Roger S. Conrad on
Nov. 7, 2014
For the better part of two decades, governments have sought to promote competition in the telecommunication sector. Ironically, the more regulators have strived in this direction, the more dominant the industry leaders have become.
This Canadian telecom has invested heavily in its network, and is a major player in content with a big chunk of the country's wireless spectrum.
Pembina Pipeline Corp: A Buy Once Again
By
Roger S. Conrad on
Oct. 4, 2014
Former income trust Pembina Pipeline Corp (TSX: PPL, NYSE: PBA) has generated a total return of more than 3,000 percent since October 1998. And it has ample opportunity to grow its cash flow in years to come.
AmeriGas Partners LP: Value in Propane Distribution
By
Roger S. Conrad on
Sep. 13, 2014
Historically, propane distributors’ profits have been challenged by unpredictable weather, volatile wholesale prices, competition from natural gas and an extremely dispersed customer base. In the past, these obstacles translated into erratic returns for shareholders.
The industry’s solution: Increased scale through consolidation. Propane distributors—mostly master limited partnerships (MLP)—continue to consolidate, expanding their geographic reach and improving their purchasing power. These efforts have resulted in steadier sales and boosted margins.
Dominion Resources: Buy the Dip
By
Roger S. Conrad on
Aug. 9, 2014
Earlier this summer, momentum chasers bid the stock price up to an all-time high, but now's the time to invest in this exceptionally solid electric utility and pipeline owner at a favorable price.
A Rare Value in the Utility Sector
By
Roger S. Conrad on
Jul. 9, 2014
Rarely will you find a sector’s top-quality stocks on sale more than five years into a bull market. But that’s the case with this new Conservative Income Portfolio holding. Record demand has enabled this utility to grow its first-quarter earnings by 19.7 percent year over year.
From Laggard to Leader
By
Roger S. Conrad on
Jun. 6, 2014
Hedgeye and Barron's called Kinder Morgan Energy Partners LP and its general partner, Kinder Morgan Inc. a "house of cards." Richard Kinder, the partnership's Chairman and CEO, responded, "I'll buy, you sell and we'll see who's right." Since then, this diversified owner of fee-based midstream assets has beaten its own first-quarter guidance, turning the market and burning the critics.
Verizon Communications: Number One and Priced for Less
By
Roger S. Conrad on
May. 2, 2014
America’s leading wireless company grew its earnings per share by 23.5 percent from year-ago levels, expanded its wireless margins to 52.1 percent from 50.4 percent, increased its revenue per customer by 6.3 percent and generated $2.95 billion in free cash flow.
America-Focused Again
By
Roger S. Conrad on
Apr. 5, 2014
America's leading telecom doubles down on its US business with a key acquisition.
More Than Meets the Eye
By
Roger S. Conrad on
Mar. 7, 2014
The newest member of the Conservative Income Portfolio operates regulated and unregulated utility businesses and is poised for impressive distribution growth.
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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