Investing Topics: Solar Power

Three-Step Investment Program for a Choppy Market

By Roger S. Conrad on Apr. 11, 2016

With utility stocks trading at frothy valuations, investors should consider taking some profits off the table in their big winners and exiting any higher-risk names to raise dry powder for future buying opportunities.

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.

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.

Winners and Losers from the EPA’s Clean Power Plan

By Roger S. Conrad on Aug. 22, 2015

Earlier this month, the US Environmental Protection Agency issued final rules designed to limit carbon dioxide emissions from power plants. We run through the winners and losers from this new policy.

Resolving Challenges, Investing in Growth

By Roger S. Conrad on Jul. 10, 2015

This utility recently doubled its rate of quarterly dividend growth, but the stock is still down 10 percent on the year. Smart investors should take advantage of this opportunity.

SolarCity Corp: Sun-Dazed Investors Get Burned

By Roger S. Conrad on Mar. 9, 2015

SolarCity Corp has become the face of solar power in the US. But a charismatic CEO and disruptive business model aren't enough to paper over the company's dismal financial results.

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.

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.

ABOUT ROGER CONRAD

Roger S. Conrad

Founder and Chief Editor:
Conrad's Utility Investor
Capitalist Times and
Energy & Income Advisor

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