Investing Topics: Regulated Utilities
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.
What’s Wrong with Utility Stocks?
By
Roger S. Conrad on
Jun. 2, 2023
Most utility stocks have weakened since releasing Q1 results. The Dow Jones Utility Average is lower by -6.4 percent since the beginning of the year. That compares with being basically breakeven at the beginning of May. And with the S&P 500 up over 10 percent for 2023, it’s fair to ask why the underperformance?
Algonquin and Enel: Recoveries on Track
By
Roger S. Conrad on
Mar. 17, 2023
A banking crisis can be a tough time to strengthen a balance sheet. But based on calendar Q4 results and updated guidance announced this week, financial recovery plans at Aggressive Holdings Algonquin Power & Utilities (TSX: AQN, NYSE: AQN) and Enel SpA (Italy: ENEL, OTC: ENLAY, ESOCF) are accelerating.
Four More Report Q4: Here’s What You Need to Know
By
Roger S. Conrad on
Feb. 15, 2023
Four more Conrad’s Utility Investor portfolio companies have now reported their Q4 results and updated guidance and all of them generally affirmed longer-term earnings growth guidance.
US Offshore Wind: Still Affordable?
By
Roger S. Conrad on
Jan. 24, 2023
Later this year, the 800-megawatt capacity Vineyard Wind 1 project will begin delivering electricity to the Massachusetts grid. After that, however, the way ahead for US offshore wind is considerably less clear.
California’s All-In on EVs: Buy Edison, Not Tesla
By
Roger S. Conrad on
Aug. 27, 2022
The California Air Resources Board voted to ban sales of gasoline-powered vehicles by 2035, and targets minimum electric vehicle market share of 35 percent by 2026 and 68 percent by 2030. And 17 other states will likely follow suit.
NextEra Energy’s Results: For Utilities, Green Still the Color of Money
By
Roger S. Conrad on
Jul. 23, 2022
In the previous decade, NextEra Energy’s (NYSE: NEE) ability to convert renewable energy deployment into earnings depended squarely on regulatory support and subsidy. Now, the combination of falling production costs and soaring natural gas prices has made wind, solar and storage increasingly attractive from a cost-cutting standpoint as well.
Wrapping up Q1 Results and Guidance: Steady as She Goes
By
Roger S. Conrad on
May. 13, 2022
Relentless global inflation pressures, rising interest rates, lingering pandemic fallout and still-high valuations are wreaking havoc on stock portfolios thus far in 2022. But after another week of jagged volatility, the Dow Jones Utility Average is still in the black year-to-date
Algonquin Power: An Up and Coming NextEra at a Better Price
By
Roger S. Conrad on
Dec. 15, 2020
Strong regulated utilities combined with long-term contracted renewable energy generation: That’s the NextEra Energy (NYSE: NEE) business model. And not only does the formula work well, it’s become quite popular with investors.
California Utilities Clear a Big Hurdle
By
Roger S. Conrad on
Nov. 19, 2020
From all indications, 2020 has been the worst wildfire season in California’s history. And the state is hardly alone in its misery, as an unprecedented combination of wind gusts and dry conditions have also inflicted record damages throughout the West and Rocky Mountain states.
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