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Feature Article

Algonquin Power & Utilities: Rapid Renewable Energy Growth on the Bargain Counter

By Roger S. Conrad on May. 31, 2021

I first became acquainted with Algonquin Power & Utilities (NYSE: AQN) back in the early ‘00s. Then it was a small power plant developer growing rapidly by taking advantage of the Canadian income trust investment boom.

High Business Quality Always Merits Your Patience

By Roger S. Conrad on May. 31, 2021
Sometimes the investing strategy that makes the most sense is just to sit with what you have. That’s pretty much where I see things now with calendar Q1 results all-in for CUI portfolio recommendations. Last issue, I highlighted three encouraging big picture takeaways from the numbers and guidance updates so far. They were the fact that almost all coverage universe companies met or beat previous management guidance, key utility growth themes continue to gain strength and conservative is still cool when shaping sector operating and financial strategies. Those three trends were equally strong in the results from companies reporting the past few weeks. Of the portfolio recommendations, Conservative Holding Duke Energy (NYSE: DUK) increased Q1 earnings by 10.5 percent, affirmed its guidance mid-point of $5.15 per share for 2021 and repeated its target 5 to 7 percent annual growth rate.

Deleveraging Needs Drive Dividend Cuts

By Roger S. Conrad on May. 31, 2021

The combination of heavy debt and pressured revenue drove dividends cuts at 25 of the essential services companies in our Utility Report Card coverage universe last year. It triggered 16 in 2019 and five more so far this year, last month AT&T Inc (NYSE: T) and Singapore Telecom (Singapore: ST, OTC: SGAPY).

Four Macro Drivers for Big 2021 Returns

By Roger S. Conrad on May. 31, 2021
Tapping into outsized profits by betting wisely on unstoppable, long-term trends: That’s now as important for the value proposition of utilities and essential service stocks as generous yields. Pointing out the best-positioned companies when they trade at attractive prices is always my top priority. And what we’ve seen in Q1 earnings and guidance updates the past several weeks has made me more positive on the underlying business health of our recommended Portfolio stocks than I’ve been in some time.

Atlantica Sustainable Infrastructure: A Yieldco Comes of Age

By Roger S. Conrad on May. 10, 2021

Last week, Atlantica Sustainable Infrastructure (NSDQ: AY) raised its quarterly dividend to 43 cents per share. That’s 4.9 percent higher than the year ago payment. It’s also what the company paid in December 2015, just prior to the bankruptcy of then parent Abengoa SA, making it a capstone for a remarkable metamorphosis.

Brookfield Renewable: Lower Entry Point Means Higher Returns

By Roger S. Conrad on May. 10, 2021

For nearly eight years as a Conservative Holding, Brookfield Renewable Partners (TSX: BEP-U, NYSE: BEP) has reliably built cash flow from a growing global portfolio of contracted hydro, wind and solar assets. Dividends have increased nearly 60 percent since my initial recommendation and face few hurdles to 5 to 8 percent annual growth.

Three Key Takeaways from Q1 Numbers

By Roger S. Conrad on May. 10, 2021
Publicly traded companies today must constantly navigate their way through a thicket of financial reporting regulations and litigation risk. So it’s no wonder most take their time releasing fiscal year results, filings and guidance. In stark contrast are calendar Q1 results.

The Other Side of Utility M&A

By Roger S. Conrad on May. 10, 2021

Last month, I highlighted two ways to bet on the rising tide of utility mergers and acquisitions. The most potentially lucrative are the 8 companies likely to fetch a high premium takeover offer in the next 12 to 18 months.

A Short List, But Heavy Debt Can Still be Deadly

By Roger S. Conrad on May. 10, 2021

Heavy debt and revenue under pressure: Those are always the two biggest risks to dividends. And when combined, a cut is usually on the way. Both are common maladies for the four remaining companies on my Endangered Dividends List.

Kinder Morgan: Big Yield from a Long Life Business

By Roger S. Conrad on Apr. 12, 2021

Since results of the November 2020 presidential election became clear, shares of Aggressive Holding Kinder Morgan Inc (NYSE: KMI) are up nearly 50 percent.

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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