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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (27596)	2/5/2003 10:57:05 PM
From: yard_man	Read Replies (1) \| Respond to of 36161

I like the one I work for, but it isn't publicly traded and I haven't taken the time to study electric utilities onthe whole -- the new regulations regarding both new source review and standard market design (SMD) are so big in their respective impacts, I consider it too big of a risk to invest in them. Obviously, given the nature of the necessity of electric service, i.e. public convenience, some of the regulated players will continue to do well. Dominion would have been good on that recent dip (easy for me to say now, right!! <g>). There is no way I would touch a pure marketer. Sorry, I can't be more help. I think that SMD will get delayed, changed and new source review may get "scrubbed," but these are political footballs -- with some resolution of these, I would start looking at valuations. You can get lots of wonderful stats at the EIA site (search on Energy Information Administration) concerning generation assets, costs, etc. How the states have treated rate increase requests is probably good, but I am not sure how to dig this stuff out, except PUC websites and press releases.