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  • 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 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.

Articles

Northern Exposure

Canadian oil and gas producers continue to contend with lower price realizations than their counterparts south of the border, reflecting intensifying competition from US shale plays and, in the case of crude, takeaway constraints.

This challenging environment means that investors should place a premium on quality and remain disciplined.

In the upstream space, Canadian Natural Resources (TSX: CNQ, NYSE: CNQ) and Suncor Energy (TSX: SU, NYSE: SU) continue to consolidate and build economies of scale as integrated oil companies and diversified independents seek to monetize their oil-sands assets.

Based on current valuations and the macro outlook, we continue to prefer best-in-class midstream operators and power producers for investors looking to add exposure to Canada’s energy patch. Many of our favorite Canadian midstream players also tend to trade with less volatility than their peers in the US.

More important, Alberta’s Climate Leadership Plan, which calls for the province shutter its coal-fired power plants by 2030, creates a longer-term opportunity for low-cost natural-gas producers and midstream operators to grow their volumes. We break down the names that are best-positioned to take advantage of this shift. Investors should also check out our International Coverage Universe for update comments and ratings.

Highlights From The International Portfolio And Coverage Universe

The International Portfolio’s conservative sleeve posted an average total return of 24.2 percent in 2016, while our aggressive picks gained an average of 48.9 percent. Their fortunes have reversed this year: Our conservative holdings have gained an average of 4.9 percent, while our aggressive picks have lost 5.2 percent. This shift reflects investors taking a risk-off approach after last year’s big run-up in commodity-sensitive names. We highlight some of our favorite international stocks for conservative investors as well as a few interesting speculations.

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  • Live Chat with

    Elliott and Roger on Apr. 27, 2017

  • Portfolios & Ratings

    • Model Portfolios

      Balanced portfolios of energy stocks for aggressive and conservative investors.

    • Coverage Universe

      Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.

    • MLP Ratings

      Our assessment of every energy-related master limited partnership.

    • International Coverage Universe

      Roger Conrad’s coverage of more than 70 dividend-paying energy names.

    Experts

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Peter Staas

      Managing Editor: Capitalist Times and Energy & Income Advisor