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Strategies & Market Trends : Value Investing

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From: Paul Senior	4/20/2009 12:28:48 PM
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I am going to increase my exposure to the utility industry, a sector which looks generally undervalued to me now. This seems to have been a staid industry, but with global warming, alternative energy sources, volatile commodity prices, and especially the large uncertainty of government regulations and who will regulate (congress or bureaucrats (EPA) regarding global warming and carbon emissions, there is a lot of uncertainty about how the industry will cope and survive. So all this uncertainty has led to the sector no longer being perceived as a safe haven. I am hoping a lot of this is now already reflected in the stock prices. As I usually prefer, I'll try to go with a package of companies in order to minimize selection risk in stock picking and business risk in dealing with a particular company. For now (today) I am upping my positions in EONGY and EIX. I've begun a small purchase of AES, and I have open orders for a couple of others.

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