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Investing Topics: Investment Strategy

Your Guide to ESG Investing

By Roger S. Conrad on May. 20, 2022
The S&P 500 ESG Index has kicked out Tesla Inc (NSDQ: TSLA), the company that made electric vehicles cool: That’s the latest nonsense in the world of environmental, social and governance (ESG) investing, which according to Bloomberg Intelligence projections will govern nearly $38 trillion of assets by the end of 2022.

Telecom’s Big 4: Strong Results But Still Little Respect

By Roger S. Conrad on Jan. 29, 2022
What exactly must the four companies that increasingly dominate US communications do to earn a little respect? That’s a fair question following investors’ tepid reaction to strong Q4 results and updated guidance.

Utilities Will Beat Inflation in 2022

By Roger S. Conrad on Jan. 18, 2022
With inflation again on the move, it’s fair to ask how vulnerable the Utilities sector is to another 70s-style meltdown.

The Hydrogen Economy: Reality and Hype

By Roger S. Conrad on Dec. 18, 2021
It’s been more than four decades since the Hindenburg disaster slammed the brakes on the era of hydrogen-fueled dirigibles. But nature’s lightest element continues to capture the world’s imagination as a clean, plentiful and potentially cheap energy source.

S&P Global Clean Energy Index: Making the Case for Picking Your Own Stocks

By Roger S. Conrad on Oct. 23, 2021
Is it possible to invest effectively in renewable energy without the stocks of world’s two largest producers of wind and solar? Standard & Poor’s apparently wants us to find out.

Energy Transition and Cycle: Huge Winners from Dissonance

By Roger S. Conrad on Oct. 20, 2021
This morning, America’s leading wind and solar power producer NextEra Energy (NYSE: NEE) announced outstanding Q3 results. This first major renewable energy producer to report gives solid confirmation that the global energy transition is alive and well, no matter what happens at the ongoing UN Climate Change Conference.

The Great Texas Power Crisis: An Emerging Buying Opportunity

By Roger S. Conrad on Feb. 23, 2021

When a monthly power bill hits $1,700 plus, people are bound to wonder if there’s a better way to run an electricity market.

 

Renewable Energy: Lessons from Robin Hood.com

By Roger S. Conrad on Feb. 11, 2021

Writing under the famous pen name Mark Twain, Samuel Clemens coined the phrase “history doesn’t repeat itself, but it often rhymes.”

I’m not the first to apply that bit of country wisdom to investing. But it’s always worth revisiting in the aftermath of extraordinary market events.

High Quality Gas Utilities Are Cheap Again

By Roger S. Conrad on Dec. 19, 2020

Gas companies strengthened their case during pandemic-wracked 2020 by demonstrating extremely stable economics, paying generous dividends backed by ultra-secure and growing cash flows, and still remaining small enough to have perennial takeover appeal. Those strengths promise to make natural gas distribution a hot commodity again in 2021.

MDU Resources: Low Risk Bet on an Infrastructure Boom

By Roger S. Conrad on Dec. 16, 2020

At first glance, MDU Resources (NYSE:MDU) shows a fairly discouraging investment profile. But there are three very good reasons to expect much better in the next 12 months.

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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