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Investing Topics: Dividends

Utilities Sell Equity at the Right Time and for the Right Reasons

By Roger S. Conrad on Aug. 26, 2016
The recent spate of equity issuance is yet another sign of frothy valuations in the utility sector, but these moves set the stage for future growth. Investors should bide their time and wait for a pullback to buy our favorite utility stocks.

Exelon Gets a Boost from Pepco Deal

By Roger S. Conrad on May. 2, 2014

Not one of the hundreds of regulated utility mergers over the past century has failed to create a stronger, healthier company. Despite skepticism in some quarters, Exelon Corp’s (NYSE: EXC) $6.8 billion purchase of Pepco Holdings (NYSE: POM) is also set for success.

Electric Utilities: Eyes on Washington

By Roger S. Conrad on Sep. 21, 2013

The Environmental Protection Agency's ongoing crackdown on carbon dioxide emissions from coal-fired power plants continues to dominate the headlines. But investors shouldn't overlook the importance of utility-regulator relations at the state and local level.

Kinder Morgan: A Hard Target

By Roger S. Conrad on Sep. 13, 2013

When the research firm Hedgeye came out with a report blasting a long-time favorite of mine—Kinder Morgan Energy Partners (NYSE: KMP)—my first question was what have they seen that I have not to date? Is there something most of us who research this master limited partnership have overlooked, some critical Achilles heel that could in Hedgeye’s words make Kinder and related companies a “house of cards?”

Similarly, I wondered why Hedgeye had chosen to pick on Kinder, rather than a master limited partnership (MLP) with more obvious troubles such as NuStar Energy (NYSE: NS). The latter, for example, has failed to cover its distribution with distributable cash flow (DCF) for several quarters now, even leaving aside its extremely aggressive capital spending.

One Troubled Telecom

By Roger S. Conrad on Aug. 30, 2013

Stocks around the globe are running into trouble in this slowing economic environment, It's been especially tough on companies that rely on emerging markets for their growth.

How Safe Are Telecom Dividends?

By Roger S. Conrad on Jul. 17, 2013

What telecom names boast the safest dividends? The industry’s Big Four take the title, hands down. Among the smaller fry, Consolidated Communications (NSDQ: CNSL) is in the best shape--one of the reasons short interest in the stock is lower than its peers that trade with reasonable liquidity. 

Win Both Ways with Kinder Morgan Energy Partners LP

By Roger S. Conrad on Jun. 28, 2013

The pullback in master limited partnerships after the Federal Reserve announced plans to scale back quantitative easing gave investors an opportunity to buy Kinder Morgan Energy Partners LP (NYSE: KMP) at a favorable price.

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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