Roger Conrad has successfully advised income investors since the 1980s, with a nationally acclaimed sector specialty in utilities, telecommunications, and energy. He's a managing partner at Capitalist Times and author of the book Power Hungry: Strategic Investing in Telecommunications, Utilities, & Other Essential Services. Mr. Conrad is also an independent director of the NYSE-listed Miller Howard high-income equity fund and a contributing editor to Forbes.com.
The past 18 months have been a wild ride for the energy market with oil trading over $100/bbl and under $70/bbl and US natural gas prices reaching 10+ year highs in the summer of 2022 only to crash under $2/MMBtu last spring. A year ago, the US and other developed countries were begging Saudi Arabia and the rest of OPEC for more supply; today the market is obsessed with how much, and for how long, the cartel I willing to restrict production to prop up prices. In this session, Roger Conrad and Elliott Gue, will cut through all the noise and conflicting narratives about energy commodities and identify a handful of their top energy stocks to buy for 2024.