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

To: Paul Senior who wrote (35800)	10/31/2009 1:54:10 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78666

re RRI, AYE. I don't understand why this company has produced a seemingly neverending string of screwups. I'll pass. The way I see it AYE (and others) are a better bet. Wholesale power is risky business , especially in a recession. AYE has issues with that too, but their plants are better located (NE), they have a regulated business (utility, 50% of earnings) and a focus on potentially lucrative transmission projects (currently 10% of earnings). All the wholesale power generators are as I see it a bet on recovering NG prices (NG is mostly the swing producers source of energy). Anyways, i added a few more shares to my position.AEP stock has done better today though.