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

To: Grommit who wrote (36641)	2/10/2010 12:06:02 AM
From: Spekulatius	Respond to of 78676

FPL - seems very weak lately - is this all due to less than expected rate increase? This is a utility blue chip stock that has rarely traded at a below average valuation relative to the utility sector before but now it does. I am tempted.

To: Grommit who wrote (36641)	5/7/2010 1:38:04 PM
From: E_K_S	Read Replies (2) \| Respond to of 78676

RE: Atmos Energy Corporation (ATO) After waiting patiently for several months. I was finally able to get the price I wanted for ATO. My buy in price now gets me a dividend close to a 5% yield with some modest growth. Forward PE improving at 12. Yearly dividend increase every year going back eighteen years. I like the NG storage assets that ATO has and their NG pipeline distribution network. I plan to sell some or all of my Pepco Holdings, Inc. (POM) utility. I have a small profit from my previous buys and I can wait for my price of $17.00/share and still earn my 6% dividend. POM earnings release today was not that stellar with profits falling by $11M (down 20% from previous quarter). It was a miss by $0.02/share. Company had higher than normal expenses from two winter storms. This was seen as a one time event and the stock was upgraded to a buy by Suntrust Robinson. I am modestly raising cash from my recent profitable buys as I can now find better companies at lower prices like ATO. Dividends greater than 5% and low PE's (12PE or less) are my initial screens. I also have a focus on domestic companies as I do not want any surprises from a Greece or Spain default. The exception would be something like a Kimberly-Clark Corporation (KMB) that begins to look attractive to me for another add below $60/share. EKS

To: Grommit who wrote (36641)	7/22/2010 4:28:15 PM
From: E_K_S	Respond to of 78676

Hi Grommit Re: NiSource Inc Common Stock(NYSE: NI) Pepco Holdings, Inc. (POM) Peeled off some shares of NI & POM to increase my source of funds. Both positions started in January 2010. I was able to book about a 14% return (including dividends) in six months. Starting to reduce my portfolio utility holdings. I am a bit concerned about the impact that Cap & Trade legislation may have on some of the utilities I hold. I believe most of the capital gains have probably already been made so it's better to book some profits now rather than see what develops w/ Cap & Trade legislation later. I am looking to deploy funds into other sectors with more potential long term growth, lower PE's and/or better dividend yields and have higher potential capital gains looking forward. I am looking at the drug sector (so far under performing for the year)and Oil & Natural Gas pipelines (I like the NG gathering business and LNG distribution & storage). EKS