Investing Topics: Renewable energy
Ready for the Next Act
By
Roger S. Conrad on
Jan. 8, 2018
This Conservative Income Portfolio has positioned itself for the next leg of its growth story.
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.
Another Chance to Buy
By
Roger S. Conrad on
Dec. 10, 2017
The recent pullback in this stock creates a buying opportunity for investors who missed it the first time.
Learnings from Earnings: Upgrades and Downgrades
By
Roger S. Conrad on
Nov. 14, 2017
Most of the names in our Utility Report Card have reported third-quarter results, with a quartet of Portfolio holdings earning higher buy targets after surprising to the upside or announcing key company-specific developments.
Three Cuts
By
Roger S. Conrad on
Nov. 14, 2017
Three members of the Endangered Dividends List have cut their payouts since the October 2017 issue.
Following a Winning Playbook
By
Roger S. Conrad on
Nov. 14, 2017
This under-the-radar utility recently established a new growth platform that should build wealth for shareholders.
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.
EEI Conference Preview: Electricity Markets and the War for Coal
By
Roger S. Conrad on
Oct. 17, 2017
The Trump administration has clearly gone all-in on turning the supposed war on coal into a war for coal, but the outcome will depend on electric utilities and power companies. We'll focus on the risks and opportunities associated with government intervention when we attend the Edison Electric Institute's financial conference in November.
Rumble Down Under: The Battle over AGL Energy’s Liddell Power Plant
By
Roger S. Conrad on
Oct. 12, 2017
Rising electricity and natural-gas prices in Australia have padded AGL Energy's bottom line and contributed to tensions surrounding the company's long-standing plan to close the Liddell coal-fired power plant in 2022.
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.
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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
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