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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

For Big Returns Our Focus is on the Energy Cycle

“Reducing coal consumption is an incremental process.” That’s how China’s Foreign Ministry spokesman put it, explaining the change in the COP26 Climate Summit’s language for coal from “phase out” to “phase down.”

Without a doubt, support for de-carbonizing energy has never been greater on the part of governments, investors and industry. But oil, natural gas and coal also currently provide more than 80 percent of the world’s still-rising energy needs.

Even “phasing down” is going to take decades, trillions of dollars of investment and some major technological advances. And so long as the world relies on fossil fuels—as it almost certainly will for decades—whatever discourages investment in them will drive up prices.

Portfolio: Results are In…

Historically, the first group to turn higher in an energy up-cycle is the producers, including both exploration and production (E&P) stocks as well as the larger integrated oil companies. That’s because, as you might expect, cycles in energy stocks are largely driven by cycles in the underlying commodities, particularly oil and natural gas.

Energy Returns are Rising, and the Best is Yet to Come

Last week, North American benchmark crude oil prices hit their highest level since October 2014. And while natural gas has backed off from this month’s peak, the fuel continues to trade a stone’s throw away from its highest price since mid-2008.

These higher commodity prices are the inevitable consequence of years of underinvestment in oil and gas production and infrastructure, which in hindsight really stretch back to when oil traded comfortably over $100 a barrel in mid-2014. Nonetheless, we still expect energy companies to hold the line on spending when they update their guidance over the next few weeks.

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  • Live Chat with

    Elliott and Roger on Nov. 30, 2021

  • Portfolios & Ratings

    • Model Portfolios

      Balanced portfolios of energy stocks for aggressive and conservative investors.

    • Producers and Drillers

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

    • MLPs and Midstream

      Our assessment of every energy-related master limited partnership.

    • International Coverage

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

    Experts

    • Elliott H. Gue

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

    • Roger S. Conrad

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