Conservative Income Feature
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.
Canada’s Communications Champion Going Cheap
By
Roger S. Conrad on
May. 6, 2018
BCE Inc (TSX: BCE, NYSE: BCE) shares have touched a new 52-week low this month. Fortunately, the weakness is due to interest rate worries and a slide in the Canadian dollar as the core business remains strong. And the result is a buying opportunity for this Conservative Holding.
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Warning: Falling Dividends.
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Roger's current take and vital statistics on more than 200 essential-services stocks.
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