Investing Topics: Washington Watch
AT&T Inc: The Blessing of Low Expectations
By
Roger S. Conrad on
Jul. 19, 2018
The message from the U.S. Department of Justice to the merger-manic communications and media business? "Slow your roll."
Three Reasons We’re Riding Out the Trade Tremors
By
Roger S. Conrad on
Apr. 6, 2018
Investors hate uncertainty, and the history of tariffs is filled with examples of unexpected collateral damage. Every new White House statement seems to trigger jagged stock market volatility. But before you head for the hills, there are three key points to consider.
03/16/18: Master Limited Partnerships and the Wrath of FERC
By
Roger S. Conrad on
Mar. 16, 2018
The Alerian MLP Index has shed 16 percent of its value since Jan. 29, more than wiping out the gains over the prior month and a half. This selling has pulled this basket of 40 prominent master limited partnerships (MLP) to its lowest point in more than two years.
Yesterday’s sharp selloff stemmed from the Federal Energy Regulatory Commission’s (FERC) ruling that MLPs can no longer recover an income tax allowance on regulated interstate pipelines that operate under cost-of-service agreements.
Trumponomics: Six Observations for Income investors
By
Roger S. Conrad on
Mar. 10, 2018
Whether you support or oppose President Trump’s economic policies, they’re undeniably bold. Already we’ve seen unprecedented fiscal stimulus for an economic expansion this long-lived, the rollback of years of business regulation and the biggest push for trade protections since Smoot-Hawley.
How Low Will Utility Stocks Go?
By
Roger S. Conrad on
Feb. 3, 2018
We examine the drivers behind the recent pullback in utility stocks and the potential for more downside.
Utilities and Trump: So Far So Good
By
Roger S. Conrad on
Jan. 15, 2018
Utility stocks have lagged in the new year, but developments on the policy front largely have played out in the sector's favor.
Utility Stocks and Tax Reform
By
Roger S. Conrad on
Jan. 3, 2018
Regulated gas, electric and water utilities won’t benefit directly from the Tax Cut and Jobs Act’s signature change: a reduction in the top corporate tax rate to 21 percent from 35 percent. But tax reform still creates a number of opportnities for regulated utilities, especially the strongest operators.
Our First Real Look At Trump’s Energy Policy
By
Roger S. Conrad on
Feb. 24, 2017
ARPA-E's Energy Innovation Summit, which takes place next week, could give us early insights into President Trump's energy policies.
Merger Mania
By
Roger S. Conrad on
Feb. 12, 2017
Access to inexpensive capital and the pursuit of scale continue to drive consolidation in the utility and telecommunication services sectors. These trends create opportunities for savvy investors.
An Eye on Washington and Two Eyes on Fourth-Quarter Earnings
By
Roger S. Conrad on
Feb. 12, 2017
Although interest rates and federal policies can affect the stock market and create challenges and opportunities, how companies have positioned themselves and how management teams react to changes ultimately shape investors’ returns.
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