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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (77705)	6/27/2025 11:52:12 AM
From: E_K_S	Read Replies (1) of 78774

Bad news on stocks w/ potential litigation but may/could be a great Value Buy entry? I have been adding to Edison International (EIX) 50.59 -0.22 (-0.43%) at/below $50/share 6.4% div but they have exposure to CA fire litigation. Similar to Pacific Gas & Electric Company (PCG) & Hawaiian Electric Industries (HE) . I chose EIX as it seems to be the best of this group. ------------------------------------------------------ FWIW I continnue to make small adds to Portland General Electric Company (POR). Am trying to build my utility basket as this sector s/d do OK if we enter a period of Stagflation. Also looking at NG utilities and/or NG Oil/NG exploration and/or LNG export facilities. Sempra (SRE) is one I made a small add to now 2.8% of my portfolio (ranked #9 in the portfolio); 99% of my shares bought in 1998 at $14/share. SRE expanding into TX w/ a $10 Billiuon multi year capital investment and also operate LNG export facilities. Made a small Buy 6/17/2025 at $73.35 and would like to add more; div 4.2% so not that bad.

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