Investing Topics: Renewable energy
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.
A Large-Cap Utility with Multiple Growth Drivers
By
Roger S. Conrad on
Oct. 7, 2017
This large-cap utility offers exposure to multiple upside drivers and trades at a reasonable valuation.
The Last Bargain in Yieldco Land
By
Roger S. Conrad on
Sep. 9, 2017
Maligned for an ostensibly broken business model earlier this year, the yieldcos covered in our Utility Report Card have rallied hard, rewarding patient investors with impressive gains. After this run-up, only one yieldco still trades below our buy target.
Learnings from Earnings
By
Roger S. Conrad on
Aug. 14, 2017
Even in this late-stage bull market, savvy investors can still find bargains without making too many concessions to quality. You just need to know where to look.
The Future is Electric
By
Roger S. Conrad on
Jul. 9, 2017
Tough talk from the Trump administration doesn’t change the economic factors driving massive changes in the US energy landscape. Regulated utilities appear particularly well-positioned to profit from this epic transition.
Kind of a Big Deal
By
Roger S. Conrad on
Jul. 9, 2017
A bargain-priced acquisition underscores the value of having a supportive sponsor and gives this master limited partnership a solid presence in India, a country with big plans to expand its renewable-energy capacity.
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