Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (33976)	3/28/2009 11:36:43 PM
From: Spekulatius	Respond to of 78745

EXC sure is going to benefit from the carbon cap and trade but I do not know excactly how much. Personally the whole IPP sector does not interest me that much except maybe a special situation like NRG and here is why. The price that IPP can achieve is largely determined by NG prices, since the NG peaker plants are the swing producers. But why would I bet on a sector that is dependent on NG and is regulated and has many other pitfalls if I can bet directly on the NG sector itself. I'd rather buy a NG producer like EOG or an integrated company like WMB or a utility like company like SUG or SE or an MLP with a high dividend yield like ETP, EPD, KMP etc.. Less trouble and at least as good of a reward, IMO.