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Strategies & Market Trends : Dividend investing for retirement
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To: Mannie who wrote (13376)12/11/2012 10:46:41 PM
From: chowder   of 34328
 
Mannie, there is still a lot of uncertainty surrounding EXC. The market is pricing in a potential dividend cut, but what if the cut is more than the market anticipated?

The problem with EXC is that power prices are still low, some of their hedges are due, and they are having to hedge at much lower prices which will affect margins down the road.

If power prices don't improve over the next 6 months, as more and more of EXC's hedges unwind, it could get ugly.

I'm not saying it will. I'm saying there is too much uncertainty for me to chase the yield on this one.
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