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Investing Topics: Natural Gas

Rumble Down Under: The Battle over AGL Energy’s Liddell Power Plant

By Roger S. Conrad on Oct. 12, 2017
Rising electricity and natural-gas prices in Australia have padded AGL Energy's bottom line and contributed to tensions surrounding the company's long-standing plan to close the Liddell coal-fired power plant in 2022.

Politics vs Economics: Wholesale Changes?

By Roger S. Conrad on Oct. 8, 2017
The Trump administration has pushed several policies that could shake up domestic electricity markets. Of these initiatives, the Dept of Energy’s proposed subsidies for merchant coal-fired power plants and nuclear reactors would radically change the existing market dynamics. We evaluate the investment risks and opportunities created by these shifts.

A Large-Cap Utility with Multiple Growth Drivers

By Roger S. Conrad on Oct. 7, 2017
This large-cap utility offers exposure to multiple upside drivers and trades at a reasonable valuation.

The Future is Electric: Utilities, Renewable Energy and Electric Vehicles

By Roger S. Conrad on Aug. 16, 2017
Tough talk from the Trump administration doesn’t change the economic factors driving massive changes in the US energy landscape. Regulated utilities appear particularly well-positioned to profit from the epic transition to renewable energy and electric vehicles. Lock in generous dividend yields, kick back and watch the future unfold.

The Future is Electric

By Roger S. Conrad on Jul. 9, 2017
Tough talk from the Trump administration doesn’t change the economic factors driving massive changes in the US energy landscape. Regulated utilities appear particularly well-positioned to profit from this epic transition.

Safety Lags in Risk-On Environment

By Roger S. Conrad on Jul. 10, 2016
When the risk-off trade inevitably comes back in vogue, expect this defensive master limited partnership to benefit from the flight to quality.

Assets in All the Right Places

By Roger S. Conrad on Jun. 12, 2016
Investments in solar power, the electricity grid, pipelines and gas-fired power plants will drive earnings and dividend growth at this utility over the next five years.

Best in Show

By Roger S. Conrad on May. 7, 2016
The yieldco universe is loaded with dogs, but one company could be your portfolio's best friend.

Let’s Make a Deal: Utilities Take Advantage of Pipeline Companies’ Pain

By Roger S. Conrad on May. 2, 2016
Consolidated Edison's recently announced joint venture with Crestwood Equity Partners LP is the latest example of a utility leveraging its position as a demand-side customer and its low cost of capital to pursue ambitions in the midstream segment. Expect this trend to gain momentum in coming quarters.

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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