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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?


To: maverick61 who wrote (27897)9/4/2017 9:54:45 PM
From: JimisJim1 Recommendation

Recommended By
rnsmth

  Read Replies (2) | Respond to of 34328
 
My current utes holdings: AVA, AEP, D, DUK, LNT, SO, SRE, WEC... wife has some of those and NWN, ED... and we both have a full TPZ positions. I used to sort of lump T and VZ in, but they are so much about consumer electronics and content, they remain in my PF (and the wife's), but not considered part of the ute sector IMO any more.

Of the ones you are considering, I just got the wife into D in addition to a long held position of my own because from chowder's calcs and confirmed by my own, D is around 6-8% under fair value while many/most utes are selling at or above FV, IMO... ED has me scratching my head -- been good to me, but... I keep looking deeper and deeper into it for some reason... DUK is my actual provider in midwest and originally just bought because of that, but has worked out fine for me and the wife as we both hold it.

Of all the above, SO carries the most risk, IMO, because of the Georgia coal plant issue among other things, but... we keep holding because it's been a good one for us...

You are correct about TPZ and is why I own it -- direct exposure to infrastructure used by regulated utes... also nice yield paid monthly... M* gives 5-stars to it -- strong financials...