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 built his reputation with Utility Forecaster, a publication he founded more than 20 years ago that The Hulbert Financial Digest routinely ranked as one of the best investment newsletters. He’s also a sought-after expert on master limited partnerships (MLP) and former Canadian royalty trusts. In April 2013, Roger reunited with his long-time friend and colleague, Elliott Gue, becoming co-editor of Energy & Income Advisor, a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector. Although the masthead may have changed, readers can count on Roger to deliver the same high-quality analysis and rational assessment of the best dividend-paying utilities, MLPs and dividend-paying Canadian energy names.
Gas companies strengthened their case during pandemic-wracked 2020 by demonstrating extremely stable economics, paying generous dividends backed by ultra-secure and growing cash flows, and still remaining small enough to have perennial takeover appeal. Those strengths promise to make natural gas distribution a hot commodity again in 2021.
At first glance, MDU Resources (NYSE:MDU) shows a fairly discouraging investment profile. But there are three very good reasons to expect much better in the next 12 months.
Strong regulated utilities combined with long-term contracted renewable energy generation: That’s the NextEra Energy (NYSE: NEE) business model. And not only does the formula work well, it’s become quite popular with investors.
“Big Mo” is back in style for stocks. The result is investors continue to crowd into this year’s biggest winners while shunning underperformers, even as big blue chip averages like the S&P 500 and NASDAQ 100 set one new high after another.
In our coverage universe, momentum has been very strong since last month’s election for anything to do with renewable energy. And the result is several favorites are now ripe for taking partial profits, despite strongly bullish long-term outlooks.
We still have a few weeks left in 2020. But whatever happens, this will go down as one of the most eventful years in stock market history. There’s certainly plenty to recap already. The rapid swing from historic profit-taking opportunity in mid-February to equally compelling Dream Buy barely a month later is certainly without precedent in my career.
If you’re underwhelmed so far by the next generation of wireless communications—dubbed 5G—you’re far from alone. By any measure, this has been a year of exploding demand for fast and reliable connectivity with work, schooling and entertainment shifting to residences. Not one US communications company, however, has meaningfully broken down 5G adoption for investors, a fact reinforced by generally flat Q3 wireless revenue growth.
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
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Roger's current take and vital statistics on more than 200 essential-services stocks.