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: Grommit who wrote (36513)	1/21/2010 7:32:55 PM
From: Wallace Rivers	Respond to of 78702

D is a favorite of many. I own it.

To: Grommit who wrote (36513)	1/22/2010 12:52:53 AM
From: Paul Senior	Respond to of 78702

Utilities. Have added last week to EIX, just to up a very small position a little more. EIX is an integrated utility with some regulated businesses, some not. I like it because of its Southern California presence. Just mentioning it, would not recommend it though. Holding at least a dozen utilities; I am automatically reinvesting their dividends back into their respective stocks. Fwiw, I have an order in to add to ENLAY tomorrow. finance.yahoo.com More Enel info: enel.com

To: Grommit who wrote (36513)	2/9/2010 4:42:35 PM
From: E_K_S	Read Replies (2) \| Respond to of 78702

Upped my NISOURCE INC HLDG CO NYSE: NI) by 40%. Dividend yield now 6.3%. Forward PE 12.5 not too expensive. Their dividend payout ratio is 116% (according to Yahoo Finance) which is high but should fall when the approved 2010 rate increases take effect. NiSource Reports 2009 Earnings ir.nisource.com MERRILLVILLE, Ind., Feb 01, 2010 /PRNewswire via COMTEX News Network/ -- * Earnings results in line with guidance * Liquidity position strengthened * Financing needs addressed through 2011 * Core business initiatives advance * 2010 earnings guidance of $1.10-$1.20 per share From their report:"... Looking into 2010, Columbia Gas of Pennsylvania filed a base rate increase request on Jan. 28, with the Pennsylvania Public Utility Commission. In addition to proposing a new set of residential home energy efficiency programs and the implementation of a more progressive rate design, the company is seeking an increase in its base rates of approximately $32 million annually. New rates are expected to be placed into effect in the fourth quarter of 2010. # Northern Indiana Public Service Company (NIPSCO) also plans to file a natural gas rate case - the company's first since 1987 - as early as March of this year, with new rates anticipated to be effective in late 2010. ====================================================================== NI seems like a safe place to hide. I am looking for an eventual LT target of $20.00/share as their Gas Transmission and Storage Operations business segment should benefit from increased NG volumes . Earnings need to advance 32% to $1.50/share in the next 24-36 months. EKS

To: Grommit who wrote (36513)	4/21/2010 10:55:34 AM
From: E_K_S	Respond to of 78702

Hi Grommit - RE: Pepco Holdings, Inc. (POM) Calpine to buy Pepco power plants for $1.65B Calpine buys up East Coast natural-gas power plants from Pepco for $1.65B to expand reach finance.yahoo.com From the article:"...Pepco plans to use the $2.05 billion proceeds from the sale and liquidation of remaining contracts and assets to pay down debt. It expects to book losses on the transaction of $60 million to $90 million over the next 12 months, and said 150 jobs will be lost as a result of the deal...." =================================================================== The sale should help them maintain their high dividend (6.4%) by reducing their debt load. The high payout ration should come back down to acceptable levels. The loss to be recognized in the second quarter of 2010 could exceed this range because unrealized losses on certain contracts will be required to be recorded during the quarter. PHI currently estimates that these unrealized losses will be offset over the next twelve months by gains from the liquidation of load service supply contracts. EKS