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Investing Topics: Investment Strategy

Why Utilities Could Get a Post-Storm Season Boost

By Roger S. Conrad on Aug. 31, 2023
Historically, the best storm season outcome for utility investors has been a lack of catastrophic events, when service outages are relatively contained and quickly resolved. And most important, when the work is done and power restored, customers, regulators and politicians are generally satisfied with management’s response.

Verizon and AT&T: Some Thoughts

By Roger S. Conrad on Jul. 18, 2023
How low can deep value stocks go? If you own AT&T Inc (NYSE: T) and/or Verizon Communications (NYSE: VZ), you’re no doubt asking that question.

Algonquin and Enel: Recoveries on Track

By Roger S. Conrad on Mar. 17, 2023
A banking crisis can be a tough time to strengthen a balance sheet. But based on calendar Q4 results and updated guidance announced this week, financial recovery plans at Aggressive Holdings Algonquin Power & Utilities (TSX: AQN, NYSE: AQN) and Enel SpA (Italy: ENEL, OTC: ENLAY, ESOCF) are accelerating.

Building Wealth from Wind and Sun: Costs are Key

By Roger S. Conrad on Mar. 15, 2023

Last weekend, a Wall Street Journal editorial pointed out the cost of “balancing the grid” added GBP150 to UK household electricity bills in 2022. The authors’ attempt to blame the entire cost on adoption of renewable energy is quite a stretch, as it ignores the larger role of erratic weather and availability of other power plants.

Their broader point that wind and solar are still challenged by intermittency, however, is spot on.

Avoiding the Worst Mistake Investors Will Make in 2023

By Roger S. Conrad on Jan. 13, 2023
The worst mistake investors will make this year won’t be getting caught with a stock on the heels of a disappointing earnings report, misjudging the Federal Reserve’s resolve fighting inflation—or the rising risk of a recession.

What’s Wrong with Telecom Stocks

By Roger S. Conrad on Nov. 23, 2022
Communications is a growing and essential service. And a new generation of 5G and eventually 6G wireless—augmented by fiber broadband networks—is on the cusp of spurring a global revolution in productivity.

Utility Q3 Earnings Matter, and So Far They’re Great

By Roger S. Conrad on Oct. 29, 2022
So long as the Federal Reserve is on the warpath against inflation, risk of recession will be elevated. And that tilts the odds heavily in favor of lower stock prices over the next few months. The utility stock rally we’ve seen since the October issue of CUI posted, however, is proof positive that the trends powering sector outperformance this year are entrenched as ever.

Dream Buys in the Dividend Stock Selloff

By Roger S. Conrad on Sep. 30, 2022

“Dream Buy” prices are levels of valuation that historically have been reached only under extremely bad market conditions. But provided underlying businesses stay strong, buyers there will realize windfall gains.

Carbon Capture and Storage: Will it Work This Time?

By Roger S. Conrad on Aug. 23, 2022
Is Inflation Reduction Act enough to get carbon capture off the ground? Historically, it’s been foolish to bet against innovation when there’s enough money behind it. And in this case, the US government’s largesse is very much leaning into a major investment trend in the private sector

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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