Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (35800)	10/31/2009 1:54:10 AM
From: Spekulatius	Read Replies (1) of 78669

re RRI, AYE. I don't understand why this company has produced a seemingly neverending string of screwups. I'll pass. The way I see it AYE (and others) are a better bet. Wholesale power is risky business , especially in a recession. AYE has issues with that too, but their plants are better located (NE), they have a regulated business (utility, 50% of earnings) and a focus on potentially lucrative transmission projects (currently 10% of earnings). All the wholesale power generators are as I see it a bet on recovering NG prices (NG is mostly the swing producers source of energy). Anyways, i added a few more shares to my position.AEP stock has done better today though.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next