• Twitter
Generic selectors
Exact matches only
Search in title
Search in content

Investing Topics: Investment Strategy

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.

Algonquin Power: An Up and Coming NextEra at a Better Price

By Roger S. Conrad on Dec. 15, 2020

Strong regulated utilities combined with long-term contracted renewable energy generation: That’s the NextEra Energy (NYSE: NEE) business model. And not only does the formula work well, it’s become quite popular with investors.

Time to Pull the Plug on AT&T?

By Roger S. Conrad on Aug. 25, 2020

Chronic share underperformance, weak Q2 operating results and still-heavy debt raise the question - is it time to sell AT&T (NYSE: T)?

How to and How Not to Play an American Real Estate Recovery

By Roger S. Conrad on Jun. 18, 2020

From shuttered stores and offices to surging unpaid rents, US landlords have suffered a body blow this year. And there’s more turbulence ahead, from short-term cash shortfalls to big changes in tenant preferences. But American property is hardly down for the count.

Total SA: Affirming the Super Major Business Model

By Roger S. Conrad on May. 22, 2020

Total SA's (Paris: FP, NYSE: TOT) first-quarter results are a warning to those who would bet against the future of super majors. The environment is changing, but the business model is alive and well.

Q1 Earnings: Here’s What’s Important

By Roger S. Conrad on Apr. 17, 2020

With the virus still spreading and shutdowns continuing, forecasting COVID-19’s eventual damage to human health and the global economy is still a matter of conjecture, making it difficult for management teams to set guidance for the rest of 2020.

However, Q1 numbers and guidance, to be released over the next several weeks, will be absolutely critical to making good decisions, particularly where dividend safety is concerned.

Mid-Month Update: Navigating a Deepening Selloff

By Roger S. Conrad on Mar. 21, 2020

I typically update advice in the Conrad’s Utility Investor website tables with the regular monthly issues. For urgent advice I send Alerts. If there’s a theme to expand on, I post an Income Insights or Utility Roundup.

These “interesting times,” however, require an update for the five tables under the Portfolios tab.

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