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Investing Topics: Electric Utilities

Electricity Demand in the Time of COVID-19

By Roger S. Conrad on Mar. 28, 2020

It’s still early days for US COVID-19 fallout. And most electric companies have yet to issue guidance. But so far, the US power industry is showing typical resilience in tough times.

That means future selloffs in the ongoing bear market are buying opportunities for best in class electric utilities, not a reason to sell.

Dominion Earns a Higher Buy Target

By Roger S. Conrad on Feb. 14, 2020

Wholesale political shifts have historically posed great risks for utilities. But despite early concerns, Conservative Income Portfolio holding Dominion Energy (NYSE: D) is apparently faring quite well and scoring big wins

Time to Sell NextEra Energy?

By Roger S. Conrad on Jan. 25, 2020

Utility stocks have picked up in 2020 where they left off in 2019. The Dow Jones Utility Average reached an all-time high of 934 this week. So long as investors crave yield, there’s a case the sector will reach higher ground - but this story also has a less savory side.

Eversource “Carbon Neutral” by 2030: What it Means for Utilities

By Roger S. Conrad on Dec. 19, 2019

New England-based Eversource Energy (NYSE: ES) is the latest US electric utility to target zero carbon dioxide emissions, with a far more aggressive timetable than the 2050 date set by its sector peers.

What’s Next for PG&E?

By Roger S. Conrad on Dec. 17, 2019

California’s wildfire insurance law passed last summer essentially requires Governor Gavin Newsom’s approval for any successful restructuring of PG&E Corp (NYSE: PCG). But the giant utility’s proposal is, in his words, “woefully short.”

What PG&E is Worth

By Roger S. Conrad on Sep. 23, 2019

The biggest regulated utility bankruptcy in history has entered a new phase, as California's PG&E Corp (NYSE: PCG) now has a deadline to meet in order to participate in the state's wildfire "insurance" plan.

PG&E vs Power Suppliers: A New Wrinkle

By Roger S. Conrad on Jun. 26, 2019

Almost 20 years ago, dysfunctional rules for California’s unregulated power market drove the state’s two biggest electric utilities into bankruptcy and impacted the entire sector. This year, the "inverse condemnation" rule has triggered one bankruptcy filing and may push the state's other electric utilities' ratings toward junk.

Enel SpA Wins as the EU Grows Greener

By Roger S. Conrad on May. 29, 2019

Greens and other environment-first advocates have emerged as a powerful bloc in European parliamentary elections, garnering a heavy influence on the ruling Centrist parties which will impact Europe's energy policies and providers.

Berkshire Utilities’ Next Big Utility Bite

By Roger S. Conrad on Apr. 19, 2019

Whatever happens to Berkshire Hathaway will have huge consequences not just for shareholders, but for the industries it operates in as well - including electricity.

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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