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Investing Topics: Natural Gas

NextEra Rolls On, But at a High Price

By Roger S. Conrad on Oct. 23, 2019

Is NextEra Energy (NYSE: NEE) really worth 27.3 times its next 12 months’ expected earnings? Enough investors seem to think so as shares hit a new all-time this week near $240.

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.

AES Dives Into Vietnam Energy, Here’s What’s Next

By Roger S. Conrad on Oct. 8, 2019

Vietnamese demand offers a massive opportunity for North American natural gas producers, power generators and LNG transportation and infrastructure.

Aqua’s Gas Deal: Utility Convergence Picks up Steam

By Roger S. Conrad on Jun. 25, 2019

Aqua America (NYSE: WTR) is closing in on its proposed acquisition of Pennsylvania-based Peoples Gas, positioning the companies' merger for a late third-quarter close.

Kinder’s Message: Midstream is Healthy Again

By Roger S. Conrad on Oct. 19, 2018
Kinder Morgan Inc (NYSE: KMI) is gathering strength and holds favorable portents for the rest of the sector, but remains largely unappreciated by investors.

It’s Not Time to Dump Duke

By Roger S. Conrad on Sep. 22, 2018
Duke Energy (NYSE: DUK) is facing challenges in the wake of Hurricane Florence, but its overall performance is hard to fault.

Time to Buy China, Safely

By Roger S. Conrad on Sep. 13, 2018
China is a country many Americans love to hate, whether the subject is geopolitical rivalry, trade or jobs. But the world’s second largest economy is consistently expanding.

More Utility M&A

By Roger S. Conrad on Jun. 15, 2018
Just three days after beating a US Department of Justice lawsuit, Conservative Holding AT&T Inc (NYSE: T) has closed its merger with Time Warner Inc (NYSE: TWX). The combined company will now attempt to do what fellow Portfolio recommendation Comcast Corp (NSDQ: CMCSA) has so successfully with NBC Universal the past four years.

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.

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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