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Investing Topics: Midstream Energy

Kinder Delivers in Q3, Other Midstream May Not

By Roger S. Conrad on Oct. 22, 2019

What we learn from sector-wide trends is not just key to investing in Kinder Morgan Inc (NYSE: KMI), but to the entire North American energy midstream sector.

What Kinder’s Earnings Mean for Midstream

By Roger S. Conrad on Jul. 22, 2019

Kinder Morgan Inc (NYSE: KMI) has kicked off earnings reporting season for the US energy midstream sector. The most noteworthy takeaway: No real surprises.

Kinder’s Results: Buy Signal for US Midstream

By Roger S. Conrad on Jan. 28, 2019
With an industry-leading 84,000 miles of energy pipelines, 157 terminals and related assets, Kinder Morgan Inc's (NYSE: KMI) results aren’t just a progress report, but reliable portents for the rest of the business as well.

Dominion Energy: Beyond the Scana Merger

By Roger S. Conrad on Dec. 15, 2018
This week, Dominion Energy (NYSE: D) is set to reap the reward for its bold takeover of Scana Corp (NYSE:SCG) as the South Carolina Public Service Commission has approved the merger.

Why MLPs Will Recover

By Roger S. Conrad on Apr. 19, 2018
It always seems darkest before the dawn. But a brighter day is on the way for battered energy master limited partnerships (MLPs).

Picks and Pans for 2018

By Roger S. Conrad on Jan. 8, 2018
We review our top picks from last year and highlight our favorite stocks for 2018.

Post-Earnings Strategy Session

By Roger S. Conrad on May. 8, 2016
We review our investment strategy in light of our macro outlook and key takeaways from first-quarter earnings.

New Year, Same Challenges

By Roger S. Conrad on Jan. 11, 2016
For the 39th time since 1969, the Dow Jones Utilities Average rallied in the fourth quarter. But this upside didn’t prevent the benchmark from finishing the year with a 3.1 percent loss, the index’s first negative return after a positive January since 1987. Fortunately, the primary catalyst for the loss—uncertainty about when the Federal Reserve would start raising interest rates—no longer exists. And just like the beginning of the 2004-06 tightening cycle, utility stocks have gained ground despite weakness in the broader market. But last year’s challenges remain in play for 2016. Energy prices have yet to find a bottom. Non-investment grade debt has become crushingly expensive to refinance, tightening capital markets for all but the strongest companies. Emerging markets continue to struggle. And any international currency not pegged to the US dollar find itself under pressure. The Quality Grades for the 214 essential-service companies tracked in our Utility Report Card provide insight into the spectrum of risk and help investors to avoid the riskiest names.

New Year, Time-Tested Strategy

By Roger S. Conrad on Jan. 11, 2016
By most measures, last year was a difficult time for income-seeking investors, as anticipation of the Federal Reserve’s first rate hike since 2006 weighed on sentiment toward dividend-paying stocks. Here’s our strategy for 2016.

Higher Standards

By Roger S. Conrad on Jan. 11, 2016
Our proprietary quality grades help investors to assess the spectrum of risk across the more than 200 essential-service companies covered in our Utility Report Card.

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