Investing Topics: Pipelines
10 Powerful Growth Trends for Essential-Service Stocks in 2017
By
Roger S. Conrad on
Dec. 11, 2016
These 10 trends should drive outperformance for investors who play them the right way.
More Midstream Cuts
By
Roger S. Conrad on
Dec. 11, 2016
Sunoco Logistics Partners LP's proposed acquisition of Energy Transfer Partners LP will result in a stealth distribution cut of 27 percent for the latter's unitholders. Meanwhile, Ferrellgas Partners LP slashed its payout by 81 percent. Readers who follow our Endangered Dividends List would have avoided this pain.
Volatile Stock, Steady Business
By
Roger S. Conrad on
Nov. 16, 2016
Despite recent volatility, this master limited partnership's underlying operations have delivered stable results since oil prices started to tumble in summer 2014. The addition of a new growth platform sets the stage for more upside.
Election 2016: Plenty of Good News for Utilities
By
Roger S. Conrad on
Nov. 15, 2016
While the market sorts out the implications of the 2016 federal election, the recent selloff in utility stocks and results at the state level create opportunities for savvy investors.
Content is King When It Sits on the Right Throne
By
Roger S. Conrad on
Oct. 25, 2016
AT&T follows Comcast Corp’s example with a bold move into the content side of the business. Here’s our take on the deal and third-quarter earnings from some of our core Portfolio holdings.
Deals, Deals, Deals (and Earnings)
By
Roger S. Conrad on
Jul. 25, 2016
We share our take on the latest deal flow involving companies in our Utility Report Card, the first earnings of the season and hedging against potential downside in utility stocks.
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.
Rally in Energy Prices Brings Relief
By
Roger S. Conrad on
Jun. 12, 2016
Sometimes a rising tide lifts all boats. The sharp recovery in oil and gas prices since mid-February has convinced all too many investors that the risk of further distribution cuts among energy-focused master limited partnerships (MLP) has declined. The immediate response to the indiscriminate selling of late 2015 and early 2016 has been a wave of indiscriminate buying. But selectivity will be critical going forward.
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.
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.
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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