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Investing Topics: Renewable energy

Electric Utilities: The American Way vs Germany and Australia

By Roger S. Conrad on Aug. 23, 2014

Fear-mongering pundits often point to Germany's energy policy to illustrate the risk that the boom in renewable-energy development poses to the US. Australia provides a better analogue for the US experience, though investors should understand the American energy landscape's unique features before placing their bets.

NextEra Energy Partners LP: Built to Last, But High Price May Not

By Roger S. Conrad on Jul. 15, 2014

NextEra Energy Partners LP (NYSE: NEP)--a publicly traded partnership that specializes in renewable energy--has been a slam dunk since its initial public offering (IPO) on June 26. But at these levels, there are better plays in this industry.

Six Values for an Aging Bull Market

By Roger S. Conrad on Jul. 9, 2014

At last count, more than half our Portfolio holdings traded above my buy targets. These are all great companies that will continue to build wealth for investors, but now is the time for discipline.

Transitioning from Oil to Solar Power

By Roger S. Conrad on Jul. 9, 2014

Thanks to the rapid development of renewable energy and the support of state regulators, this utility has moved to break its addiction to imported oil, setting the stage for higher profits over the long term and lower bills for consumers.

Getting Ahead In 2014

By Roger S. Conrad on Jan. 10, 2014

The Dow Jones Utility Average has lost ground in 17 of the 30 Januarys since 1984. Happily, only 5 of those declines led to a losing year. And in 13 winning Januarys, the average total return was 24.8 percent—the only losing year 1987.

Utility Update: Don’t Fear the Sun

By Roger S. Conrad on Dec. 30, 2013

US electric utilities have enthusiastically embraced renewable energy the past few years. That includes companies that have traditionally relied heavily on fossil fuels and nuclear energy.

High, Safe Income From Down Under

By Roger S. Conrad on Dec. 3, 2013

Australia is blessed with immense resources wealth, geographic proximity to emerging Asia, a pro-business government in rough fiscal balance, conservative banking policies, a corporate ethos for paying generous dividends and a currency that keeps pace with global inflation pressures over the long haul.

In short, it’s ripe with high-income opportunities for discriminating investors. And with the US dollar up 14 percent against the Australian dollar this year, great companies are selling at a discount.

AES Corp: Renewing Growth

By Roger S. Conrad on Nov. 1, 2013

When AES Corp (NYSE: AES) started doing business in the 1990s, it had a simple philosophy: Scour the globe for growing electricity demand and execute projects to meet it.

Warning Falling Dividends

By Roger S. Conrad on Oct. 8, 2013

RWE AG (Germany: RWE, OTC: RWEOY) plans to cut its 2014 annual dividend (payable April 17) to one euro, from a previous rate of 2 euros. That’s the third dramatic cut in five years for the German power giant. And it may not be the last, given some uniquely challenging conditions.

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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