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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (34543)	5/21/2009 9:02:18 PM
From: Spekulatius	Read Replies (3) of 78744

Yep utilities. I like them when the price is right and now it is. I don't mind if my portfolio looks like that of an old gheezer as well. More CNP today and some SCG (South Caroline regulated electric & gas. Another one to look at is AYE. Beloved by analysts (contrarian indicator it seems) and now down to do the panic regarding the power auction and lower earnings projections. Does not look that cheap on current earnings but does look cheap based on forward projections. They also own and develop know transmission projects. Earnings are supposed to surge because their locked in power rates are below market and as they expire their revenues and earnings are bound to rise. Well that is what it was supposed to be - maybe somewhat less so than expect although it does seem like the basic story is still there. SCG on the other hand is just relatively cheap, boring and pays dividends.

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