Investing Topics: Regulated Utilities
California’s Fire Deal: A Lifeline With Conditions
By
Roger S. Conrad on
Sep. 2, 2018
Last year’s devastating northern California wildfires won’t bankrupt the state’s largest utility, nor will future natural disasters permanently damage other in-state electric and gas providers. Here's why.
The Scoop on AT&T, Dominion and Upcoming Earnings
By
Roger S. Conrad on
Jul. 15, 2018
Since the July 4 holiday, there's been no shortage of potential catalysts for significant market upside or downside. However, nothing has happened to shift the cautiously optimistic view we reiterated in the July issue of Conrad's Utility Investor.
Keep an Eye on November Elections
By
Roger S. Conrad on
Jul. 4, 2018
For most people, November elections are about which party will control the House of Representatives and the US Senate. That’s important. But for regulated utilities, the most critical outcomes are always the state and local races.
Behind Utilities’ Retreat: It’s Technical
By
Roger S. Conrad on
Jun. 9, 2018
If worries about rising interest rates are hitting utility stocks so hard, why are shares of real estate investment trusts (REITs) surging?
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.
Utility Stocks and Tax Reform
By
Roger S. Conrad on
Jan. 3, 2018
Regulated gas, electric and water utilities won’t benefit directly from the Tax Cut and Jobs Act’s signature change: a reduction in the top corporate tax rate to 21 percent from 35 percent. But tax reform still creates a number of opportnities for regulated utilities, especially the strongest operators.
Thoughts on Third-Quarter Earnings
By
Roger S. Conrad on
Oct. 28, 2017
Third-quarter earnings season is in full swing, bringing some upside and downside surprises for our Model Portfolio holdings.
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.
Sempra Energy’s Takeover Offer for Oncor Electric Delivery: Fourth Time’s a Charm?
By
Roger S. Conrad on
Aug. 25, 2017
Sempra Energy's takeover offer for Energy Future Holdings--the fourth bid that brought before the Public Utility Commission of Texas--has a good chance of securing approval, though some adjustments may be necessary.
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MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
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Top 10 DRIPs
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Endangered Dividends List
Warning: Falling Dividends.
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Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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