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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (34575)	5/24/2009 3:37:13 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78702

Fwiw, Morningstar's opinion on utility winners/losers from the USA carbon bill: finance.yahoo.com

To: Spekulatius who wrote (34575)	9/30/2009 11:10:17 PM
From: Spekulatius	Read Replies (3) \| Respond to of 78702

LG (31.15$) Gas utility with a weak stock performance recently. Forward PE is around 12.5, so it's not extremely cheap, but looks like a reasonable value. Good balance sheet (A-rating), they have a regulated and an unregulated (gas pipeline&storage, gas marketing, processing assets). I think the unregulated part can grow faster going forward. They have a reasonable but not stellar LT track record that seemed to have picked up lately. i give them some extra points for being located in Missouri <g>. snl.com