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Investing Topics: Renewable energy

Discounted Renewable Energy

By Roger S. Conrad on Dec. 7, 2014
Bargains have started to appear in the formerly red-hot yieldco universe, thanks to the mistaken assumption that these names face the same headwinds as First Solar (NSDQ: FSLR) and other component manufacturers.

Utilities Enter the Spin Cycle

By Roger S. Conrad on Nov. 13, 2014
Expect more utilities to monetize assets and recycle capital by spinning off yieldcos and master limited partnerships.

Utilities Navigate Energy Politics

By Roger S. Conrad on Sep. 24, 2014
The People's Climate March near New York City's Central Park, and other demonstrations around the country remind us that energy companies must navigate environmental politics skillfully in order to thrive. Upcoming elections will bring many issues up for debate and make keeping an eye on politics and policy matters critical.

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.

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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