Roger S. Conrad
Contributor at Forbes
Founder and Chief Analyst at Capitalist Times
Investment Advisor to thousands || $100 Billion+ generated for investors || Learn how to achieve stress-free financial freedom
Articles
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2 weeks ago |
moneyshow.com | Roger S. Conrad
Let’s start with a clear-eyed look at how the Trump Administration’s trade war is likely to affect the utility sector. Worth highlighting: Though far reaching, these tariffs are only one factor that will affect investment returns going forward, writes Roger Conrad, editor of Conrad’s Utility Investor. Up until last week’s trading action, for example, a great rotation out of high-priced Big Tech stocks and into relatively inexpensive, high-quality companies in other sectors was gathering steam.
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1 month ago |
moneyshow.com | Roger S. Conrad
I’m bullish on AES Corp. (AES), which delivered on earnings and EBITDA guidance for 2024 and guided to 60% growth in renewable energy EBITDA for 2025. The company has significantly de-risked both its operating facilities and projects in development by locking in long-term contracts with the world’s leading Big Tech firms, writes Roger Conrad, editor of Conrad’s Utility Investor.
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2 months ago |
moneyshow.com | Roger S. Conrad
“Reversion to the mean” should still be a top investing theme for 2025, with more loaded laggards vaulting to the front and the highest-flying stocks coming back to earth. Brookfield Renewable Partners LP (BEP) is my top pick for conservative investors this month, notes Roger Conrad, president of Conrad's Utility Investor. So far this year, more money has been going into market favorites than turnaround stories.
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Jan 6, 2025 |
moneyshow.com | Roger S. Conrad
For conservative investors, water utility Essential Utilities Inc. (WTRG) has resolved water and natural gas rate cases favorably in its most important state, Pennsylvania. As a result, management has restored its robust long-term earnings and dividend growth guidance of five percent to seven percent a year, writes Roger Conrad, editor of Conrad’s Utility Investor. Regulatory support is key for the utility’s $7.8 billion in planned utility capital spending through 2029.
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Dec 8, 2024 |
dividendswithrogerconrad.com | Roger S. Conrad
Thanks for reading! I hope everyone in our Dividends Community is having a great start to the Holiday Season on this, the weekend of National Pearl Harbor Remembrance Day. I’ve enjoyed chatting with several of you this past week in the “Investing Channel” of our Dividends Roundtable. I host it on our Discord platform and I intend to be active sharing more insights and answering questions going forward. Dividends with Roger Conrad is a reader-supported publication.
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If you’re not so besotted by energy politics, it’s pretty easy to see how federalizing energy policy—so obviously directed now against wind and solar—could be applied with even more venom against oil and gas, as it’s been in Germany. Let states regulate! https://t.co/SVxNKx6y3H
Agreed! Until utilities can credibly estimate all-in costs for state regulators and investors, there will be no new nuclear orders—no matter how great the subsidy. Gas plus solar and storage is cheap and getting cheaper—and doesn’t take a decade to build.
For those who don't know, SMRs aren't a thing. They don't exist. There is no price tag yet because they have not been licensed, manufactured, or put into service. The nuclear industry has been promising "too cheap to meter" for 70 years but it only gets more expensive!
Agreed. Until developers can credibly project all-in reactor costs, no utility or power producer will build new nuclear—even with massive subsidies. Solar and storage plus natural gas is cheap and can be deployed to match electricity demand—with costs locked in.
Another episode in the Series: "Everybody loves nuclear... nobody wants to pay for it": "The report found that restarting nuclear plants could cost between $356/kW a year to $407/kW a year, while small modular reactor (SMR) costs could be as high as $863/ kW a year, 50% more https://t.co/rIXdAwxvur
