Feature Article
Pembina Pipeline: Secure Income with Multiple Upside Drivers
By
Roger S. Conrad on
Jan. 14, 2022
Oil last closed over $100 a barrel on July 30, 2014. Since then, the S&P Energy Index has dropped by one-third, the Alerian MLP Midstream Index by 60 percent and the commodity-sensitive Canadian currency by 15 percent against the US dollar.
Portfolio Strategy: Lessons from 2021 for a Better 2022
By
Roger S. Conrad on
Jan. 14, 2022
Real wealth is built over years, not months. And only by buying and patiently holding shares of financially healthy, growing companies can we realize the full benefit of a rising stream of dividends and the capital gains that flow with it.
Where Weakness Lies
By
Roger S. Conrad on
Jan. 14, 2022
TransAlta Renewables Inc (TSX: RNW, OTC: TRSWF) has determined that it will have to replace all 50 turbine foundations at the Kent Hills 1 and 2 wind power sites—due to “deficiencies in the original design.”
Picks and Pans for 2022
By
Roger S. Conrad on
Jan. 14, 2022
Utility stocks are historically strong Q4 performers. And 2021 was no exception, with the 13.1 percent return by the Dow Jones Utility Average turning a weak year into a respectable showing. It was by no means a universal. The table “2021 Best and Worst” shows a gap of 172.7 percentage points between top performer Huaneng Power (Hong Kong: 902, NYSE: HNP) and the worst Just Energy Group (TSX: JE, OTC: JENCQ).
PPL Corp: Resetting Low-Risk, Long-Term Growth
By
Roger S. Conrad on
Dec. 13, 2021
Aggressive Holding PPL Corp (NYSE: PPL) trades at roughly the same price it did when I initially recommended the stock in October 2020. But the business restructuring we bet on is nearing the finish line.
Entergy Corp: Safe Growth at a Low Price
By
Roger S. Conrad on
Dec. 13, 2021
In a wobbly stock market, nothing beats a high, secure and growing dividend, backed by a strong business. And that’s what Conservative Holding Entergy Corp (NYSE: ETR) offers now.
Portfolio Strategy: End Year Decision Time
By
Roger S. Conrad on
Dec. 13, 2021
It’s decision time for our three Conrad’s Utility Investor model portfolios: The Conservative Holdings with best in class companies for consistent, reliable and robust earnings and dividend growth long-term, the Aggressive Holdings targeted for bigger gains as they overcome current challenges, and the Top 10 DRIPs Portfolio for long-term savers.
Pay Now, Cut Later
By
Roger S. Conrad on
Dec. 13, 2021
Starting in mid-May, investors haven’t treated shares of AT&T Inc (NYSE: T) very well. That’s when management announced the spinoff of Warner Media, and a still unspecified dividend cut.
Telecom: Great Stocks at Bear Market Prices
By
Roger S. Conrad on
Dec. 13, 2021
The S&P 500 now sells for roughly 21 times members’ expected next 12 months earnings. The S&P Telecom Index trades at about 19 times. But leaving out the handful of information technology companies like Alphabet Inc (NSDQ: GOOGL) added in recent years, the Index’ earnings multiple falls to just 9.4 times.
Vistra Corp: Still (Very) Cheap and Growing Again
By
Roger S. Conrad on
Nov. 8, 2021
Unregulated power producer and retailer Vistra Corp (NYSE: VST) is still slightly underwater from my initial recommendation in January 2020. But as a business, it’s proven its worth as a model of resiliency.
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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