Investing Topics: Natural Gas
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.
Why Utility Stocks, Not Tesla Motors, Are the Smart Bet on Electric Cars
By
Roger S. Conrad on
Mar. 30, 2016
Investors prize utility stocks for their resilience, but don't overlook their upside exposure to several secular growth trends--including the electric car's long-term potential.
The Sun is Setting on SolarCity Corp, But Renewable Energy is for Real
By
Roger S. Conrad on
Feb. 22, 2016
SolarCity Corp continues to lose more money with each incremental sale. Meanwhile, electric utilities can leverage their low cost of capital, existing customer relationships and ability to recover capital expenditures in rate base to spur adoption of renewable energy.
In the Land of Infrastructure, Capital is King
By
Roger S. Conrad on
Feb. 7, 2016
With the US and global economies softening and credit markets tightening, a company’s relative cost of capital can determine whether it’s a winner or a loser.
Pull This Baby from the Bathwater
By
Roger S. Conrad on
Jan. 11, 2016
This high-quality midstream name exclusively serves the Marcellus Shale and Utica Shale, owns regulated gas pipelines that operate under long-term contracts with utilities and continues to leverage its low of capital to fund growth projects.
Winners and Losers from the EPA’s Clean Power Plan
By
Roger S. Conrad on
Aug. 22, 2015
Earlier this month, the US Environmental Protection Agency issued final rules designed to limit carbon dioxide emissions from power plants. We run through the winners and losers from this new policy.
One to Cash Out, Three to Lock In
By
Roger S. Conrad on
Sep. 13, 2014
Although we prefer to buy and hold to build wealth over the long haul, we’re not averse to locking a big gain from time to time on momentum-driven names—especially in a five-year-old bull market.
Electric Utilities: The American Way vs Germany and Australia
By
Roger S. Conrad on
Aug. 23, 2014
Fear-mongering pundits often point to Germany's energy policy to illustrate the risk that the boom in renewable-energy development poses to the US. Australia provides a better analogue for the US experience, though investors should understand the American energy landscape's unique features before placing their bets.
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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