NextEra’s Earnings Portend Well for Utilities and Renewable Energy

FREE INVESTING ANALYSIS

• Article

  NextEra Energy: Best in Class, But at a Price

  By Roger S. Conrad | Jan. 30, 2019

  NextEra Energy has a very attractive long-term growth profile. But it’s quite vulnerable to a selloff if the sky-high expectations baked into the share price are punctured. One good alternative is its NextEra Energy Partners (NYSE: NEP) unit. The dividend is two percentage points higher with an identical PG&E bankruptcy-proof long-term growth rate.

• Big Picture

  Big Oil is Back

  By Roger S. Conrad | Oct. 1, 2018
  I became a shareholder of Chevron Corp (NYSE: CVX) when it acquired the former Texaco, which I believe was the first stock I ever bought. I was fresh out of business school and made an investment in Texaco’s dividend reinvestment plan, and I’m happy to report that I literally make more in dividends every year than my original investment. I expect to pass the whole thing on to my kids, hopefully many years from now with the account at a much higher level.

• Market Outlook

  Energy: In the Early Stages of a Bull Market

  By Elliott H. Gue | Sep. 14, 2018
  For the broader market, we’ve long followed a concept we call the “volatility smile.” Simply put, broader stock market volatility is high early in the stages of a bull market, falls to low levels in the middle of a major rally and then rises again in the latter stages of a bull market. And, of course, volatility usually rises sharply during a bear market.

• Global Top Cat

  Global Growth: Rock Steady

  By Yiannis G. Mostrous | Feb. 17, 2018
  Global economic growth continues to be respectable and broad based, with only a few laggards. The current selloff hasn’t changed this, and the synchronization of this economic growth remains intact.

• Portfolio Update

  Volatility and the Market Cycle

  By Elliott H. Gue | Feb. 17, 2018
  The return of volatility to US equities doesn’t mean that a bear market is imminent.