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Investing Topics: Dividend Investing

More Good News on the Earnings Front

By Roger S. Conrad on Feb. 19, 2018
Twenty-six companies covered in our Utility Report Card announced quarterly results this week, including two Portfolio Holdings.

Yieldcos Reboot

By Roger S. Conrad on Feb. 9, 2018
US yieldcos have been around as an asset class for slightly less than five years. To date, the investment track record is a mixed bag. But the group is now getting a reboot that promises to match robust capital gains to already lofty yields.

02/06/18: Stay Disciplined

By Roger S. Conrad on Feb. 6, 2018
From peak to trough, the Dow Jones Utility Average has give up more than 16 percent of its value during the recent selloff. Many of our Portfolio holdings trade below our buy targets, but none of our picks have dipped below the dream prices highlighted in the February issue of Conrad’s Utility Investor.

How Low Will Utility Stocks Go?

By Roger S. Conrad on Feb. 3, 2018
We examine the drivers behind the recent pullback in utility stocks and the potential for more downside.

Why Kinder Morgan’s Earnings Matter

By Roger S. Conrad on Jan. 25, 2018
Midstream heavyweight Kinder Morgan (NYSE: KMI) kicked off fourth-quarter earnings season for the energy sector last week. Here are our thoughts.

A Year of Dangers and Opportunities

By Roger S. Conrad on Jan. 8, 2018
The Conrad’s Utility Investor model portfolios turned in a strong performance last year. We review our strategy and how we plan to keep the streak going in 2018.

The Takeout Menu Narrows

By Roger S. Conrad on Nov. 14, 2017
With many potential takeover candidates trading at sky-high valuations, interest in whole-company acquisitions has waned. We review the current slate of deals involving names in our Utility Report Card and highlight our favorite takeover plays.

Rumble Down Under: The Battle over AGL Energy’s Liddell Power Plant

By Roger S. Conrad on Oct. 12, 2017
Rising electricity and natural-gas prices in Australia have padded AGL Energy's bottom line and contributed to tensions surrounding the company's long-standing plan to close the Liddell coal-fired power plant in 2022.

Politics vs Economics: Wholesale Changes?

By Roger S. Conrad on Oct. 8, 2017
The Trump administration has pushed several policies that could shake up domestic electricity markets. Of these initiatives, the Dept of Energy’s proposed subsidies for merchant coal-fired power plants and nuclear reactors would radically change the existing market dynamics. We evaluate the investment risks and opportunities created by these shifts.

A Transformative Deal Ignites Growth

By Roger S. Conrad on Oct. 7, 2017
A blockbuster acquisition could put this European water and environmental services company on the path to dividend growth.

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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