• Capitalist Times
  • Energy and Income Advisor
  • Twitter

Investing Topics: Regulated Utilities

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.

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.

Key Takeaways from First-Quarter Earnings

By Roger S. Conrad on May. 14, 2017
Earnings season provides a deluge of information about specific companies as well as early insight into industry-level trends.

A New Deal

By Roger S. Conrad on May. 14, 2017
A new deal with regulators and ample investment opportunities to meet de-carbonization goals make this international utility a winner.

MODEL PORTFOLIOS & RATINGS

ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b