Investing Topics: Midstream
Ignore Utilities’ Slow Start: Earnings and Guidance Point to a Fantastic Finish for 2024
By
Roger S. Conrad on
Jan. 27, 2024
In the January CUI, I highlighted the dramatic drop in utility borrowing costs starting mid-October as a major catalyst for sector growth in 2024. Since then, we’ve seen investor concerns intensify that the Federal Reserve will delay reducing the benchmark Fed Funds rate until at least late summer.
What’s Wrong with Pembina, and ONEOK and…
By
Roger S. Conrad on
Mar. 11, 2020
Despite the indiscriminate selling of the past few days, these two companies are well-positioned to weather this latest phase of the midstream stress test. Here's why.
Getting over the Hump: Another Batch of Earnings Updates
By
Roger S. Conrad on
Feb. 26, 2018
More than two-thirds of the companies tracked in our Utility Report Card have announced quarterly results and guidance. We update our ratings and comments on last week's reporters.
Earnings Season Likely Brings More Dividend Cuts
By
Roger S. Conrad on
Feb. 4, 2018
Earnings season is the time when management teams usually update guidance and announce dividend policies.
Why Kinder Morgan’s Earnings Matter
By
Roger S. Conrad on
Jan. 25, 2018
Midstream heavyweight Kinder Morgan (NYSE: KMI) kicked off fourth-quarter earnings season for the energy sector last week. Here are our thoughts.
Steady as She Grows
By
Roger S. Conrad on
Dec. 10, 2017
Holiday shopping for stocks? This Canadian powerhouse offers a unique value proposition for conservative investors in search of a safe yield with substantial upside.
No Longer A Keystone for TransCanada
By
Roger S. Conrad on
Dec. 6, 2017
We explore what the Nebraska Public Service Commission's approval of the Keystone XL pipeline's cross-border segment really means for TransCanada Corp.
Thoughts on Third-Quarter Earnings
By
Roger S. Conrad on
Oct. 28, 2017
Third-quarter earnings season is in full swing, bringing some upside and downside surprises for our Model Portfolio holdings.
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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