Investing Topics: Nuclear Power
The First 10 Months: Rating the Inflation Reduction Act
By
Roger S. Conrad on
Jun. 28, 2023
The Inflation Reduction Act has been the law of the land since August, and has already survived its first real political test. The IRA is designed specifically to accelerate investment already being made by the private sector. And early indications are it’s succeeding.
Southern Company’s Dream Deferred: Does Nuclear Have A Future?
By
Roger S. Conrad on
Feb. 22, 2023
Southern Company (NYSE: SO) has deflated investor hopes yet again, announcing it would postpone the startup of the first of two nuclear reactors under construction at the Vogtle site in Georgia.
Southern Company’s Secret Weapon
By
Roger S. Conrad on
May. 23, 2020
In March 2008, Southern Company (NYSE: SO) became the eighth US electric company within a year to announce construction of new nuclear reactors. A dozen years later, Southern’s pair of 1.1 gigawatt capacity reactors at the Vogtle site in Georgia are the only AP1000s under construction in America.
Look to Nuclear for Trump Power Policy Winners
By
Roger S. Conrad on
Jun. 2, 2018
President Trump’s support of coal is as consistent as it is relentless, but burgeoning costs mean coal-fired power plant shutdowns will likely continue.
Three Cuts
By
Roger S. Conrad on
Nov. 14, 2017
Three members of the Endangered Dividends List have cut their payouts since the October 2017 issue.
EEI Conference Preview: Electricity Markets and the War for Coal
By
Roger S. Conrad on
Oct. 17, 2017
The Trump administration has clearly gone all-in on turning the supposed war on coal into a war for coal, but the outcome will depend on electric utilities and power companies. We'll focus on the risks and opportunities associated with government intervention when we attend the Edison Electric Institute's financial conference in November.
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.
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.
Final Earnings Notes for Q1
By
Roger S. Conrad on
Jun. 5, 2017
We take a look at the handful of Portfolio holdings that reported first-quarter results after the May issue hit the web.
Strong First-Quarter Results, But Mind the Valuation Gap
By
Roger S. Conrad on
May. 14, 2017
Utility stocks offer exposure to strong underlying fundamentals, but historically elevated valuations mean that investors must stay disciplined.
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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