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Feature Article

Edison International: Betting on Electric Vehicles the Safe Way

By Roger S. Conrad on Apr. 12, 2021

From range limits to battery costs, electric vehicles have a long way to go before they rule America’s roads. And even the leading name in EV manufacturing Tesla Inc (NSDQ: TSLA) still relies on tax credits and outside capital to fund operations.

Focus on Quality and Value

By Roger S. Conrad on Apr. 12, 2021

Perceived value always sets the price for stocks. And anyone who’s invested a while knows that can shift on a dime, as leaders and laggards trade places. Quality doesn’t change so quickly. That’s the health and growth of companies’ underlying businesses.

When Gauging Dividend Safety Watch the Debt

By Roger S. Conrad on Apr. 12, 2021

So far, 2021 is shaping up favorably for dividends in our Utility Report Card coverage universe. That’s thanks to last year’s aggressive measures to shore up balance sheets as well as the firming global economy.

Utility M&A Heats Up Again: Here’s Where to Bet

By Roger S. Conrad on Apr. 12, 2021

Electricity, heating, water and communications have been essential services for well over a century. And over that time, not one of the literally thousands of mergers between operators has failed to produce a stronger and more resilient company.

No other industry can boast such a track record. And it’s the clearest possible endorsement of the advantages of utility scale. These sectors must be able to raise and effectively deploy massive amounts of capital to assuring universally reliable, affordable and environmentally sustainable service.

National Fuel Gas: Proving Its Business Model Again

By Roger S. Conrad on Mar. 8, 2021

The natural gas price spikes during the great Texas freeze will force new scrutiny of supply chains from wellhead to burner tip. One energy company that won’t have to: Aggressive Holding National Fuel Gas (NYSE: NFG), which operates everything from regulated distribution utilities to oil and gas wells.

WEC Energy: Best in Class and Cheap Again

By Roger S. Conrad on Mar. 8, 2021

Since 1999, utility stocks have finished higher 7 years when interest rates have risen and never lower. In fact, three worst performances by far were during years of falling rates: 2008, 2002 and 2001.

When Investing for Value Practice Patience

By Roger S. Conrad on Mar. 8, 2021

“Strong businesses are best but watch the price.’ That was the main theme of the February issue of CUI. And our advice to cash out of “the Teslas of the world” proved on the mark.

3 Cuts Down Under, An Exit and Two New Entrants

By Roger S. Conrad on Mar. 8, 2021

Three energy utilities “down under” have announced next semi-annual dividends will be lower than the previous year’s: AGL Energy (ASX: AGL, OTC: AGLXY) by -12.8 percent, Contact Energy (NZ: CEN, OTC: COENF) by -12.5 percent and Origin Energy (ASX: ORG, OTC: OGFGY) by -16.8 percent.

The Great Texas Power Crisis: What We’ve Learned and How to Profit

By Roger S. Conrad on Mar. 8, 2021

A $16 billion market “error”: That’s the latest charge from Texas’ “independent market monitor” stemming from the Lone Star state’s February deep freeze and resulting electricity crisis.

Enel SpA: Renewable Energy Growth at a Fair Price

By Roger S. Conrad on Feb. 8, 2021

Falling deployment costs, favorable regulation and low cost capital are fueling an unprecedented boom in renewable energy adoption. A rare big winners still trading at a fair entry price: Enel SpA (Italy: ENEL, OTC: ENLAY).

MODEL PORTFOLIOS & RATINGS

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