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

To: Paul Senior who wrote (49253)	8/30/2012 5:31:58 PM
From: NikhilJog	Read Replies (2) \| Respond to of 78796

how much upside there is in them, anyways paul? you are looking at them from a divvy perspective? And if you are, then the yr end tax ruling will determine a lot of it. If the tax rules lapse, then div. will be charged at a higher rate, prob. as an income and then you might see further sell off in utility stocks. anyone has a counter argument to this?

To: Paul Senior who wrote (49253)	8/30/2012 9:49:14 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78796

The utilities appear to trade above historical multiples in terms of PE or even dividend yield. The utes and consumer staples are the prime targets for the dividend seeking crowd and I think it is hard to find values, at least in the US. Europe is an entirely different matter, stocks like E.ON, RWE, Suez, Gas Natural, EDF are very cheap, but they also have to deal macro headwinds.

To: Paul Senior who wrote (49253)

10/17/2012 11:07:41 AM

From: Grommit

Read Replies (1) | Respond to of 78796

SRE. watch out. I have not tried to est how this would affect SRE, and I am not sure that it is possible anyway. But there are less risky utilities to own. I sold mine long ago and am surprised that SRE's price has held up. Maybe the risk is lower than I imagine.

news.yahoo.com

In its filing, the commission said it could take all costs associated with the two plants out of the rate base, dating back to January 1, and place them in a "deferred debit account pending the return of one or both facilities to useful service". Rates at utilities Southern California Edison and San Diego Gas & Electric include more than $800 million in fixed costs and $300 million in annual operating costs related to the units, the commission said in its proposal. The commission could also review some or all of the $671 million it authorized to replace the power plant's steam generators......

Business Summary

Sempra Energy operates in five segments: San Diego Gas & Electric, Southern California Gas Co...