Investing Topics: Yieldcos
Sticking to the Plan
By
Roger S. Conrad on
Mar. 10, 2016
On Sept. 23, 2015, we issued an Alert swapping NRG Energy (NYSE: NRG) out of the Aggressive Income Portfolio and into NRG Yield (NYSE: NYLD), the yieldco associated with the ailing power producer. The swap couldn't have been timed better.
Focus on Strategy
By
Roger S. Conrad on
Mar. 10, 2016
Utilities take the crown as the S&P 500’s top-performing sector this year, with the group generating a total return of 10.5 percent. Much of this strength reflects the appeal of utilities’ resilient cash flow and generous dividends, qualities that make the sector a good place for investors to hide out in uncertain times. But every stock takes a hit in a bear market; savvy investors should bide their time and wait for valuations to improve.
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.
In the Land of Infrastructure, Capital is King
By
Roger S. Conrad on
Feb. 7, 2016
With the US and global economies softening and credit markets tightening, a company’s relative cost of capital can determine whether it’s a winner or a loser.
Dream a Little Dream
By
Roger S. Conrad on
Oct. 6, 2015
The risk of the S&P 500 suffering a significant correction at some point in the first half of 2016 remains elevated. Here's an update on dream buy prices for our favorite stocks.
Yieldcos Offer Big Yields after Meltdown
By
Roger S. Conrad on
Sep. 18, 2015
Investor sentiment toward yieldcos has soured considerably since midyear. Here's why.
Discounted Renewable Energy
By
Roger S. Conrad on
Dec. 7, 2014
Bargains have started to appear in the formerly red-hot yieldco universe, thanks to the mistaken assumption that these names face the same headwinds as First Solar (NSDQ: FSLR) and other component manufacturers.
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.
Conrad's Utility Investor
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