Roger-Conrad, Author at Capitalist Times

Roger S. Conrad

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 Conrad built his reputation with Utility Forecaster, a publication he founded more than 20 years ago that has routinely ranked among the best investment newsletters in the Hulbert Financial Digest. The founder and former editor of MLP Profits and Canadian Edge, he’s also a sought-after expert on master limited partnerships (MLP) and former Canadian royalty trusts.

In April 2013, Roger Conrad reunited with long-time friend and colleague Elliott Gue, becoming co-editor of Energy & Income Advisor, a twice-monthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector. Soon after, the two founded Capitalist Times, a financial advisory dedicated to helping do-it-yourself individual investors build wealth in both bull and bear markets.

Although the masthead may have changed, readers can count on Roger to deliver the same high-quality research and rational assessment of the best dividend-paying stocks that he has throughout his more than two decades of experience as a financial analyst.

Articles

NextEra’s Earnings Portend Well for Utilities and Renewable Energy

By Roger S. Conrad on May. 4, 2020

Heading into Q1 earnings reporting season, the big question for electric utilities was how big a hit COVID-19 fallout would deliver to demand for power. Now we have answers from first reporter NextEra Energy (NYSE: NEE).

NextEra Energy: Best in Class, But at a Price

By Roger S. Conrad on 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 Oil is Back

By Roger S. Conrad on 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.

Yieldcos Reboot

By Roger S. Conrad on Feb. 17, 2018

The Lifelong Income Portfolio has migrated to sister-product Deep Dive Investing’s Idea Vault. For our Portfolio readers, we run through additional Idea Vault members that may be of interest.

Fixed-Income Update

By Roger S. Conrad on Feb. 17, 2018

Attractive yields and favorable risk-reward propositions remain in short supply in the fixed-income market. Nevertheless, we continue to leverage our expertise in the utility sector and other essential-service industries to uncover opportunities for fixed-income securities.

Q4 First Reporters: Favorable Portents

By Roger S. Conrad on Jan. 28, 2018

It’s another earnings reporting season for Lifelong Income Portfolio companies. We take a look at the first two to report, and examine how these results foreshadow those that remain.

Stick with Our Dividend-Paying Stocks

By Roger S. Conrad on Jan. 15, 2018

Diversification has insulated the Lifelong Income Portfolio against recent weakness in utility stocks and real estate investment trusts.

Two Reasonable Values Even in a Bull, Bull World

By Roger S. Conrad on Jan. 10, 2018

Even in a bull market that’s gone this high for this long, value and opportunity can be found. Here are two energy companies that offer strong businesses but haven’t yet convinced other investors of their full worth.

Utilities and the Internet of Things

By Roger S. Conrad on Jan. 2, 2018

Access to relatively inexpensive sensor content, data storage, processing power and high-capacity telecom networks has enabled a new era of machine-to-machine communication that can unlock significant efficiencies for industries rooted in the physical world. The rollout of 5G communications networks over the next few years will enhance remote monitoring and other long-distance IOT functionalities.

International Politics Don’t Slow These Companies

By Roger S. Conrad on Dec. 21, 2017

Energy politics aren’t just a US phenomenon affecting US people and companies. These Canadian and Australian companies are finding opportunity as they push forward with business plans in times of low prices and challenging politics.