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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (36644)2/10/2010 11:07:23 AM
From: Grommit2 Recommendations  Read Replies (2) of 78729
 
Utility. I agree that NI looks fairly valued and that FPL might have more price upside. Actually I reviewed all my utilities and switched a few horses. I sold NI and bought a supersized amount of FPL and regular amount of ATO and AGL. I own these 4 utilities now -- FPL, ATO, AGL, CNP, and utilities are 6% of my portfolio. I feel green with FPL -- "one-third of all wind capacity and the largest solar energy producer".

finance.yahoo.com

here's some data based on present prices. payout is dividend / 2011 EPS.
(According to yahoo, the average PE for gas utilities is 15.7 and elect is 15.1)



	ATO	AGL	CNP	NI	FPL
PE 10	12.6	11.8	12.3	13.1	10.5
PE 11	11.4	11.0	11.7	12.5	9.9
Yield	5.1%	5.1%	5.7%	6.3%	4.1%
Payout	58%	56%	66%	78%	41%
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