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

To: E_K_S who wrote (36640)	2/9/2010 7:32:22 PM
From: Grommit	Read Replies (3) \| Respond to of 78683

Util. I bought ATO recently. It has a lower PE and div than NI, but similar business. 5% yield, PE 11. ATO: Atmos Energy Corporation engages primarily in the distribution, transmission, and storage of natural gas. I now own these five utilities: finance.yahoo.com pdf presentation: investquest.com

To: E_K_S who wrote (36640)	2/9/2010 11:48:51 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78683

re NI - >>Earnings need to advance 32% to $1.50/share in the next 24-36 months.<< I don't understand this sentence - what does "need" mean? You need 1.5$ earnings to get your 20$/share. How is this going to happen with earnings growing in the mid single digits (if that) and such a mature business? i think NI is about fully valued here at around 15$. I mentioned LG before - it's about 1/2 gas utility and 1/2 gas pipes/storage and marketing. Somewhat better metrics than NI except dividend yield. Boring stock though. NVE looks interesting here. Las Vegas gas and electric utility> it's a play on economic rebound in Las Vegas and still below tangible book. I like NVE best from those three plays.