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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (34282)4/24/2009 10:10:11 AM
From: Spekulatius  Read Replies (2) of 78816
 
re SO - all utilities are subject to cap and trade bu SO is entirely in regulated business so costs are pass through unless regulators are unreasonable.

Those IPP's with nuclear power like ETR should benefit although short term wholesale power prices a way down since they are set by NG.

I like Pauls approach to buy a basked of utility stocks. They are in fact undervalued as a group (IMO) relative to the market, have less risk to a failing economy and good upside. In fact many steady-Eddy stocks are still close to their lows, a consequence of money shifting into hotter sectors that may recover faster when the economy rebounds. Cramer had a good rant about that yesterday in it's show.
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