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Investing Topics: Renewable energy

Financing the Future of Energy

By Roger S. Conrad on Apr. 11, 2016
During the gold rush, companies that supplied the picks and shovels to the diggers reaped the biggest profits. And no “equipment” is more important to the development of America’s renewable-energy future than money.

Why Utility Stocks, Not Tesla Motors, Are the Smart Bet on Electric Cars

By Roger S. Conrad on Mar. 30, 2016
Investors prize utility stocks for their resilience, but don't overlook their upside exposure to several secular growth trends--including the electric car's long-term potential.

Yield with a Growth Kicker

By Roger S. Conrad on Mar. 10, 2016
Investors usually buy utility stocks for their resilient underlying businesses and generous dividend yields—qualities that become even more appealing during times of economic uncertainty and market volatility. But some of our favorite, best-in-class names offer exposure to compelling growth stories that could drive significant outperformance in coming years.

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.

Renewable Energy: How Investors Can Make Green and Avoid Red

By Roger S. Conrad on Feb. 10, 2016
Utilities have emerged as an important source of funding and development for the renewable-energy boom. This Special Report covers everything from the politics of renewable energy to the best investment opportunities and the sure-fire losers that are big on hype and devoid of profits.

Kind of a Big Deal

By Roger S. Conrad on Jan. 11, 2016
After closing a big deal, this Northeast utility has the financial wherewithal and opportunity set to drive annual dividend growth of 10 percent in coming years.

Conference Reflections

By Roger S. Conrad on Nov. 16, 2015
We highlight some of the key investment themes that stood out after three days of presentations and talking to management teams at the Edison Electric Institute's annual financial conference.

Solar Power: Not a Death Knell for Utilities

By Roger S. Conrad on Nov. 10, 2015
After the first day of presentations and meetings at the Edison Electric Conference's 50th Annual Financial Conference, one theme stands out: increasing adoption of solar power doesn't sound the death knell for regulated electric utilities. In fact, this would-be disruptor creates a huge growth opportunity for incumbent power producers.

Pockets of Opportunity and Cause for Caution

By Roger S. Conrad on Oct. 12, 2015
We highlight some of the most profitable themes for income-seeking investors in essential-service stocks while sounding a note of caution on the near term.

Yieldcos Offer Big Yields after Meltdown

By Roger S. Conrad on Sep. 18, 2015
Investor sentiment toward yieldcos has soured considerably since midyear. Here's why.

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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