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Investing Topics: Regulated Utilities

Offshore Wind Investing: Picking Our Spots Carefully

By Roger S. Conrad on Aug. 18, 2019

These days, it seems every major US energy project is at risk to dissonant state and federal rules, regulatory delays and court challenges to permits. In fact, US energy companies might be excused for thinking America’s true energy policy is no longer “all of the above” but none.

California’s Wildfire Reset: Unequal Benefits

By Roger S. Conrad on Jul. 23, 2019

It seems California Governor Gavin Newsom will not preside over a utility collapse as former Governor Gray Davis did almost 20 years ago, thanks to a legislative fix to state utilities’ bottomless liability for wildfire damages.

PG&E vs Power Suppliers: A New Wrinkle

By Roger S. Conrad on Jun. 26, 2019

Almost 20 years ago, dysfunctional rules for California’s unregulated power market drove the state’s two biggest electric utilities into bankruptcy and impacted the entire sector. This year, the "inverse condemnation" rule has triggered one bankruptcy filing and may push the state's other electric utilities' ratings toward junk.

Southern Bounces Back, A Breakout May Take Longer

By Roger S. Conrad on Feb. 20, 2019

Southern Company (NYSE: SO) has struggled in building America’s first new nuclear power plant since the 1980s. But CEO Tom Fanning is more confident than ever.

PG&E Gets a Break, and Opportunity is Still Knocking

By Roger S. Conrad on Jan. 26, 2019
Bankruptcy court is fundamentally a negotiation, and this week PG&E Corp (NYSE:PCG) gained considerable leverage for its upcoming filing.

Dominion Energy: Beyond the Scana Merger

By Roger S. Conrad on Dec. 15, 2018
This week, Dominion Energy (NYSE: D) is set to reap the reward for its bold takeover of Scana Corp (NYSE:SCG) as the South Carolina Public Service Commission has approved the merger.

Renewable Energy Growth Drives Utility Earnings

By Roger S. Conrad on Oct. 24, 2018
NextEra Energy’s (NYSE: NEE) third quarter results are impressive, but the best news is inside that performance.

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.

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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