Investing Topics: Quarterly Earnings
CenturyLink Sales Shrink with Small Telecoms’ Survival Odds
By
Roger S. Conrad on
Feb. 19, 2020
Cable companies still enjoy success in the B2B market. But these results raise a critical question for the rest of US communications: Who are they taking commercial customers from?
There’s Still Time to Buy Telecom’s Big Three
By
Roger S. Conrad on
Oct. 28, 2019
The key takeaway from third-quarter results: The Big Three of US communications are still building wealth and selling cheaply.
What Kinder’s Earnings Mean for Midstream
By
Roger S. Conrad on
Jul. 22, 2019
Kinder Morgan Inc (NYSE: KMI) has kicked off earnings reporting season for the US energy midstream sector. The most noteworthy takeaway: No real surprises.
Big Telecoms Stay on Track in Q1
By
Roger S. Conrad on
Apr. 25, 2019
First quarter results are in for US Telecom’s Big Two. The most important takeaway by far: Both companies remain on track with financial results, long-term strategy and building long-term shareholder value.
Kinder’s Results: Buy Signal for US Midstream
By
Roger S. Conrad on
Jan. 28, 2019
With an industry-leading 84,000 miles of energy pipelines, 157 terminals and related assets, Kinder Morgan Inc's (NYSE: KMI) results aren’t just a progress report, but reliable portents for the rest of the business as well.
More Fires in California, Amerigas Still Solid
By
Roger S. Conrad on
Nov. 14, 2018
This year's autumn rains are late arriving in bone-dry California, resulting in another season of devastating fires. Smoke from the massive “Camp Fire” in northern California currently shrouds San Francisco and the ongoing Edison Electric Institute's annual Financial Conference in the city’s downtown area. Executives from PG&E (NYSE: PCG), the utility serving the affected region, withdrew from the conference to deal with the crisis.
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.
Q2 Results All In: Here’s News to Use
By
Roger S. Conrad on
Aug. 14, 2018
All Conrad’s Utility Investor Portfolio companies have now reported calendar second quarter results and updated their guidance, and all but TerraForm Power (NSDQ: TERP) are highlighted in the August issue Utility Report Card.
Q2 Early Reporters: Key Takeaways So Far
By
Roger S. Conrad on
Jul. 28, 2018
More than 20 Conrad’s Utility Investor coverage universe companies have reported second quarter earnings, along with updated guidance. My comments along with updated advice, payout ratios and Quality Grades are highlighted in the Utility Report Card.
Last Notes on Q1 Numbers
By
Roger S. Conrad on
May. 19, 2018
A half dozen coverage universe companies have yet to report for Q1, but readers can now check out earnings commentary for 195 other essential services providers, as well as payout ratios, updated advice and Quality Grades in the Utility Report Card.
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