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Investing Topics: Yieldcos

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.

A New Beginning

By Roger S. Conrad on Jan. 8, 2018
The undervalued stock has a checkered past--and a bright future.

Year-End Housekeeping

By Roger S. Conrad on Dec. 10, 2017
With 2017 winding down, investors’ focus naturally shifts to portfolio maintenance and positioning for the new year. We review our big winners for potential profit-taking and our few laggards for tax-loss selling.

Another Chance to Buy

By Roger S. Conrad on Dec. 10, 2017
The recent pullback in this stock creates a buying opportunity for investors who missed it the first time.

Learnings from Earnings: Upgrades and Downgrades

By Roger S. Conrad on Nov. 14, 2017
Most of the names in our Utility Report Card have reported third-quarter results, with a quartet of Portfolio holdings earning higher buy targets after surprising to the upside or announcing key company-specific developments.

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.

The Future is Electric: Utilities, Renewable Energy and Electric Vehicles

By Roger S. Conrad on Aug. 16, 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 the epic transition to renewable energy and electric vehicles. Lock in generous dividend yields, kick back and watch the future unfold.



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