Investing Topics: Regulation
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.
Our First Real Look At Trump’s Energy Policy
By
Roger S. Conrad on
Feb. 24, 2017
ARPA-E's Energy Innovation Summit, which takes place next week, could give us early insights into President Trump's energy policies.
Merger Mania
By
Roger S. Conrad on
Feb. 12, 2017
Access to inexpensive capital and the pursuit of scale continue to drive consolidation in the utility and telecommunication services sectors. These trends create opportunities for savvy investors.
An Eye on Washington and Two Eyes on Fourth-Quarter Earnings
By
Roger S. Conrad on
Feb. 12, 2017
Although interest rates and federal policies can affect the stock market and create challenges and opportunities, how companies have positioned themselves and how management teams react to changes ultimately shape investors’ returns.
Election 2016: Plenty of Good News for Utilities
By
Roger S. Conrad on
Nov. 15, 2016
While the market sorts out the implications of the 2016 federal election, the recent selloff in utility stocks and results at the state level create opportunities for savvy investors.
Election 2016: What’s at Stake for Utility Stocks?
By
Roger S. Conrad on
Oct. 24, 2016
The upcoming gubernatorial elections could have important implications for utilities in these states.
Focus on Policy, Not Politics
By
Roger S. Conrad on
Jul. 10, 2016
Despite all the focus on the US presidential election, gubernatorial races and ballot initiatives at the state level will exert more of an influence on utility stocks. We review the key races and ballot measures as well as their potential implications for utilities in these states.
Utility Stocks and Politics
By
Roger S. Conrad on
Jun. 20, 2016
The upcoming election season is heating up, but overheated valuations are a bigger concern for investors in utility stocks.
The Sun is Setting on SolarCity Corp, But Renewable Energy is for Real
By
Roger S. Conrad on
Feb. 22, 2016
SolarCity Corp continues to lose more money with each incremental sale. Meanwhile, electric utilities can leverage their low cost of capital, existing customer relationships and ability to recover capital expenditures in rate base to spur adoption of renewable energy.
Big Trouble in Big Cable Town: Feds Kill Comcast’s Takeover of Time Warner Cable
By
Roger S. Conrad on
Apr. 27, 2015
As we warned Conrad's Utility Investor subscribers, Comcast Corp's proposed takeover of Time Warner Cable ultimately fell through. Here's what's next for two of America's most hated companies and their overpriced stocks.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
BACK TO TOP