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Inside EEI 2018: Post-Conference Report

By Roger S. Conrad on Nov. 16, 2018
Every year about this time, I attend the Edison Electric Institute’s Annual Financial Conference. It’s an invaluable opportunity to gain investing insights from unmatched access to industry executives, vendors, credit raters and institutional analysts.

Disrupting our World – Turning Peril to Profit

By Roger S. Conrad on Nov. 6, 2018
Growth and Income for the Long-Term The demise of General Electric (NYSE: GE) is a shocking reminder that even 100-year-old institutions can face crises that threaten their very survival.

Stocks Not Sectors Are The Right Bet Now

By Roger S. Conrad on Nov. 6, 2018
What to Own and What to Sell Going into 2019. So far, 2018 has been a good year for the stock market, interest rates and oil prices for the same reason: An already robust US economy that’s been at least temporarily turbo-charged by massive corporate tax cuts.

The Safe Way to Bet Big on the Future Water Wars

By Roger S. Conrad on Nov. 5, 2018
For most of our nation’s history, Americans have taken access to cheap, abundant water supplies for granted. In fact, most of us still do, unless you live in particularly parched areas of the US Southwest and California. As our population has grown, however, so have the stresses and strains on America’s water supplies. Even in areas of heavy rainfall, the quality of drinking water from reservoirs, aquifers, rivers and other sources is increasingly threatened by air, water and waste pollution.

Want to Cash in on 5G? The Biggest Winners are also the World’s Cheapest Stocks

By Roger S. Conrad on Aug. 7, 2018
Over the last 20 years, Verizon Communications (NYSE: VZ) has transformed from a regional local phone monopoly to America’s leading wireless and broadband communications company. Sales have more than quadrupled to upwards of $130 billion, greater than the GDP of all but 58 countries. Cash flow is also four times greater and free cash flow generation of nearly $17 billion is eight times more.

The 9 Best and 9 Worst Essential Services Stocks for 2018-19

By Roger S. Conrad on Aug. 7, 2018
The Dow Jones Utility Average’s first half 2018 return was half of a percentage point including dividends. That’s not bad considering utilities’ generally solid performance of the previous two years up to the all-time highs reached in mid-November of 2017. In addition, many sector leaders opened the year trading at stratospheric valuations, just as concerns about rising interest rates and the impact on earnings from the president’s corporate tax cuts and tariffs started to percolate.

Electric Gold: Your Antidote to Retirement Insecurity

By Roger S. Conrad on Aug. 7, 2018
The US electric system is in the early stages of a dramatic transformation that will launch a new wave of applications, cut costs by improving efficiency, enhance system reliability and improve air and water quality. Regulated utilities are the primary drivers of these changes. Their success is already enriching shareholders with accelerating dividend growth and robust total returns, what I call the ultimate antidote to retirement insecurity.

Top Takeaways and Best Ideas from the Edison Electric Institute’s 2017 Financial Conference

By Roger S. Conrad on Nov. 9, 2017
Roger Conrad shares his top takeaways and best investment ideas from his three days at the Edison Electric Institute's 2017 financial conference.



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