Investing Topics: Investment Strategy
What Kinder Morgan’s Q2 Says about US Midstream
By
Roger S. Conrad on
Jul. 21, 2022
Editor’s note: This is the first of three articles in which I’ll focus on Q2 results and guidance updates for recommended stocks that are also great bellwethers for their respective sectors. Hope everyone is having a great summer!—RC
“Fortune may not favor the brave so much as it favors the cash.”
Seeking out REIT Bargains? Don’t Ignore Recession Risk
By
Roger S. Conrad on
Jun. 27, 2022
After trading at extreme and unsustainably high prices for months and months, many best-in-class REITs are once again trading at good entry points for investors. But wise selection of individual REITs is more critical than ever.
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.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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