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Strategies & Market Trends : Dividend investing for retirement
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To: inspbudget who wrote (28503)1/6/2018 5:33:45 AM
From: Max Fletcher6 Recommendations

Recommended By
Graustus
inspbudget
Kip S
maverick61
NAG1

and 1 more member

  Read Replies (2) of 34328
 
D Dominion Here are a couple comments on the deal from M* and Wells Farg*. M* promises a more thorough analysis in their next newsletter. This is a large position for me, largely because of the anticipated 10% Dividend increases for the next several years. As long as those seem secure I plan to maintain the large position.

M* We are reaffirming our $87 fair value estimate and wide moat and stable moat trend ratings for Dominion... we think Dominion is 10% undervalued. Thus, even if the deal goes through, we think Scana shareholders have upside as Dominion shareholders.

wf Our view of the SCANA deal remains positive for D. The transaction would fortify D’s foothold in the Southeast at a very reasonable price and offer modest EPS accretion with longer-term upside potential in our view (generation investment and pipeline expansion opportunities, synergies, etc.). In addition, the deal would further skew D’s business mix toward high quality regulated utility operations and provide greater regulatory diversity. While the company appears to be stepping into a political hornet’s nest, we do not see meaningful downside risk as D can walk away without penalty if regulatory or legislative provisions negatively impact deal economics.
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