• Capitalist Times
  • Energy and Income Advisor
  • Twitter

Investing Topics: Electric Utilities

Utilities Enter the Spin Cycle

By Roger S. Conrad on Nov. 13, 2014
Expect more utilities to monetize assets and recycle capital by spinning off yieldcos and master limited partnerships.

Looking for Profits? Focus on Policy, Not Politics

By Roger S. Conrad on Nov. 9, 2014
Partisan politics are as old as the republic itself. But when it comes to making investment decisions, focus on policy and leave your own biases behind.

The Power of Low Expectations

By Roger S. Conrad on Nov. 7, 2014
Brazil's largest electric utility has taken a beating. But its bargain-basement valuation means it won't take much good news to send this aggressive bet higher.

The Third-Quarter Earnings Train Keeps Rolling

By Roger S. Conrad on Nov. 4, 2014
Third-quarter earnings season is in full swing. We analyze the latest batch of results from the holdings in our Model Portfolios.

Politics and Utilities

By Roger S. Conrad on Oct. 27, 2014
Gubernatorial races are of paramount importance for utilities because governors appoint regulators in most states. Here's a quick roundup of what's at stake.

Third-Quarter Earnings Season Kicks Off

By Roger S. Conrad on Oct. 24, 2014
Although falling crude-oil prices have dominated the financial headlines, third-quarter earnings season is under way.

Unconventional Investing for the Win

By Roger S. Conrad on Oct. 14, 2014
Conventional wisdom holds that October is a dangerous month for stocks, which means that investors must think unconventionally to get ahead.

Utilities Navigate Energy Politics

By Roger S. Conrad on Sep. 24, 2014
The People's Climate March near New York City's Central Park, and other demonstrations around the country remind us that energy companies must navigate environmental politics skillfully in order to thrive. Upcoming elections will bring many issues up for debate and make keeping an eye on politics and policy matters critical.

Scottish Independence and Other Wild Cards

By Roger S. Conrad on Sep. 13, 2014
Utility investors shouldn't lose any sleep over Scotland's push for independence.

MDU Resources Group: Bakken Bet is Cheap Again

By Roger S. Conrad on Sep. 13, 2014
West Texas Intermediate crude oil has slipped to $93 a barrel, its lowest price in two years, and producers in North Dakota’s prolific Bakken Shale part with their output for less than $88 a barrel. But not even $70 oil would derail growth for our favorite bet on the Bakken Shale.

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