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Investing Topics: Electric Utilities

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.

Big Doings in the Utility Sector

By Roger S. Conrad on Sep. 13, 2014
We book an almost 55 percent gain on Consolidated Communications, highlight our best buys in the current market and explore some of the biggest trends driving returns in the essential-services space.

14 Portfolio Companies Report – And Then There’s Windstream

By Roger S. Conrad on Aug. 5, 2014

We check in on 14 more of our Portfolio holdings that have reported quarterly earnings, and the big news on our recent WIN.

Electric Utilities Meet LNG

By Roger S. Conrad on Jul. 15, 2014

Three US electric utilities are now investing in LNG exports through new acquisitions. However one of these is uniquely positioned to bring new LNG export capacity on line and open North American gas to the world.

A Rare Value in the Utility Sector

By Roger S. Conrad on Jul. 9, 2014

Rarely will you find a sector’s top-quality stocks on sale more than five years into a bull market. But that’s the case with this new Conservative Income Portfolio holding. Record demand has enabled this utility to grow its first-quarter earnings by 19.7 percent year over year.

Transitioning from Oil to Solar Power

By Roger S. Conrad on Jul. 9, 2014

Thanks to the rapid development of renewable energy and the support of state regulators, this utility has moved to break its addiction to imported oil, setting the stage for higher profits over the long term and lower bills for consumers.

Key Themes for Utility Investors

By Roger S. Conrad on Jul. 9, 2014

With valuations elevated in the utility sector, investors should pay close attention to the risks and opportunities created by four key themes.

EPA’s Crackdown on CO2 Emissions: An Indecent Proposal?

By Roger S. Conrad on Jul. 6, 2014

The Environmental Protection Agency's (EPA) proposed rules on carbon dioxide (CO2) emissions create dange and opportunities for investors in utility stocks.

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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