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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

Natural-Gas Pipelines: Pump up the Volumes

The best-positioned natural-gas pipelines have benefited from surging production in the Marcellus Shale as well as growing demand for the thermal fuel among utilities, thanks to ultra-low prices and the retirement of coal-fired power plants. This tailwind looks set to continue in coming years, which helps to explain the accelerating pace of merger and acquisition activity targeting these assets. But not all pipelines are created equal. We highlight some of our favorite midstream operators.

A New Portfolio Holding and Revisiting Old Friends

Our International Portfolio has fared quite well this year, with our conservative allocation generating a total return of 28 percent in US dollars. All 13 of these stocks have hiked their dividends over the past 12 months, rewarding investors with an average increase of more than 8 percent.

The Portfolio’s aggressive sleeve, which took a harder hit during last year’s selloff, has rallied hard in 2016, generating an average total return of 39.6 percent in US dollars.

After poring over second-quarter results, we’ve updated our comments on the more than 80 Canadian and Australian energy stocks in our International Coverage Universe. Here are some of our key takeaways from this process. We also exit one of our hedges and add a new upstream name to the International Coverage Universe.

During our most recent Live Chat, we received a number of questions about liquefied natural gas (LNG) and shipping companies that specialize in transporting this commodity. All signs point toward the global LNG market remaining oversupplied for at least the next four to five years, which should help to encourage demand growth.

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  • Live Chat with

    Elliott and Roger on Jul. 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