Investing Topics: Yieldcos
Renewable Energy Yieldcos: Expecting IPOs
By
Roger S. Conrad on
Apr. 19, 2021
Yieldcos made their debut in the middle of the previous decade, as renewable energy’s answer to master limited partnerships but waned in popularity as MLPs collapsed, and the Trump administration instituted policies unfriendly to renewable energy. But there are two very good reasons to expect an eventual return of yieldco IPOs.
Renewable Energy Growth Drives Utility Earnings
By
Roger S. Conrad on
Oct. 24, 2018
NextEra Energy’s (NYSE: NEE) third quarter results are impressive, but the best news is inside that performance.
Q2 Results All In: Here’s News to Use
By
Roger S. Conrad on
Aug. 14, 2018
All Conrad’s Utility Investor Portfolio companies have now reported calendar second quarter results and updated their guidance, and all but TerraForm Power (NSDQ: TERP) are highlighted in the August issue Utility Report Card.
Post-Subsidy Wind and Solar: Look to Adopters
By
Roger S. Conrad on
Jun. 16, 2018
China remains committed to renewable energy development as the best means to reduce its chronic air, water and waste pollution challenges.
Yieldcos’ Reboot Hits a New Gear
By
Roger S. Conrad on
Jun. 2, 2018
The seven yieldcos we track in the Utility Report Card are up roughly 5 percent since the February 9 Income Insights. That’s when I highlighted the sector’s bullish reboot, thanks to a mass turnover of sponsors.
Post-Issue Earnings Edition
By
Roger S. Conrad on
May. 14, 2018
Another quarter of the companies in our coverage universe have reported calendar first quarter earnings. The Utility Report Card has our updated comments on the results, as well as payout ratios, Quality Grades, trading advice and other information.
Wrapping Up Q4 Earnings Season
By
Roger S. Conrad on
Mar. 12, 2018
Seven companies tracked in our Utility Report Card quarterly earnings last week.
Yieldcos Reboot
By
Roger S. Conrad on
Feb. 9, 2018
US yieldcos have been around as an asset class for slightly less than five years. To date, the investment track record is a mixed bag. But the group is now getting a reboot that promises to match robust capital gains to already lofty yields.
Picks and Pans for 2018
By
Roger S. Conrad on
Jan. 8, 2018
We review our top picks from last year and highlight our favorite stocks for 2018.
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
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