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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (34577)5/24/2009 4:26:49 PM
From: Spekulatius   of 78669
 
Interesting article.
It looks like the independent power producers with coal plants might get hosed - this would have negative implications for EIX (the IPP part), AYE (which I mentioned before), NRG and most severely MIR. The regulated entities that own coal plants (AEP,DUK, SO) should be alright (they also have cost recovery in place ). AEP owns a lot of transmission assets which are mentioned favorably in this article.

online.wsj.com
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