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COMMODITIES, ENERGY, GLOBAL, INCOME, STOCKS

Roger Conrad

Managing Partner,

Capitalist Times

  • Co-Founder and Chief Editor of Capitalist Times
  • Publisher of Energy and income Advisor and Conrad's Utility Investor
  • MoneyShow Contributor Since 1989

About Roger

Roger Conrad has advised income investors since the 1980s and is nationally recognized for his expertise in utilities, telecommunications, and energy. He is managing partner at Capitalist Times and author of Power Hungry. Mr. Conrad also serves as an independent director of the NYSE-listed Miller/Howard high-income equity fund and is a contributing editor to Forbes.com.


Roger's Articles

Elections have consequences. And the magnitude of Democrats’ 2026 gains stacks up with other historic change elections, including 1974 and 1994. One company likely to benefit disproportionately is Brookfield Renewable Partners LP (BEP), writes Roger Conrad, editor of Conrad’s Utility Investor.
After a robust first half of 2026, it’s fair to say utility stocks have hit a wall since. I see three major headwinds hurting returns. But I also believe Avista Corp. (AVA) is a low-to-moderate-risk bet on closing its wildfire stock discount, writes Roger Conrad, editor of Conrad’s Utility Investor.
More than three times as many of the utility companies I follow raised and/or beat management guidance when they released Q4 results, as cut or missed. Even more electric, gas, water, and communications utilities expanded their investment plans — the primary fuel for reliable earnings and dividend growth, observes Roger Conrad, editor of Conrad’s Utility Investor.
The combination of expanding investment opportunities and elevated funding costs have compelled Northland Power Inc. (NPIFF) to cut its payout by 40% to a new annualized rate of 72 cents Canadian. But the negative reaction to Northland’s news looks hugely overblown, advises Roger Conrad, editor of Conrad’s Utility Investor.

Roger's Videos

What makes AI models work behind the scenes? Power. A LOT of power. Find out how utilities are capitalizing on AI-driven demand for electricity – and how you can profit as an investor. 

40-year investment veteran Roger Conrad highlights high yield, high growth pipeline stocks just getting started building real wealth in America's energy up cycle.

40-year investment advisory industry veteran Roger Conrad highlights the future of electricity and the best ways to build real wealth safely in America’s essential growth industry.

The so-called “magnificent seven” big tech stocks still get most of the attention when it comes to the artificial intelligence boom. But as they run out of steam following last year’s record gains, an up-to-now overlooked AI-linked sector is starting to pick up steam—electric utilities. Roger highlights top utility AI bets with an upside of 50% and more over the next year from this emerging great rotation.    


Newsletter Contributions

Conrad's Utility Investor

Roger Conrad has provided in-depth analysis of the utility sector to individual and institutional investors for more than 20 years. Conrad's Utility Investor is your complete guide to building a lifelong income stream from stocks that provide essential services.

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