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: Spekulatius who wrote (60419)

2/27/2018 9:46:59 AM

From: Grommit

Respond to of 78750

SO utility. Another issue... look up KEMPER PROJECT on wikipedia or elsewhere.

CLICK

PS -- some utilities have mentioned that they are foregoing rate increases as an offset to the lower tax rate. others will lower rates.

(7) Earnings for the twelve months ended December 31, 2017 and the three and twelve months ended December 31, 2016 include additional allowance for funds used during construction (AFUDC) equity as a result of extending the schedule for the Kemper IGCC construction project. AFUDC equity ceased in connection with the project's suspension in June 2017. Southern Company's 2017 earnings guidance, initially presented in October 2016, assumed construction would be complete and AFUDC equity would cease by November 30, 2016. Southern Company's 2016 earnings guidance, initially presented in February 2016, assumed construction would be complete and AFUDC equity would cease by August 31, 2016. As a result, Southern Company believes presentation of earnings per share excluding AFUDC equity subsequent to August 31, 2016 provides investors with information comparable to guidance. Management also uses such measures to evaluate Southern Company's performance.

To: Spekulatius who wrote (60419)	2/27/2018 12:45:42 PM
From: E_K_S	Read Replies (2) \| Respond to of 78750

Followed you into PPL w/ a small Buy to add to my basket of utility stocks. My other utility Buy was D earlier this year. I am looking for income and good assets that may/could hold up if inflation picks up. PPL also shows EPS could grow 5%/year over next two years. My current value outlook is to buy good dividend payers (qualified dividend) w/ modest growth that own solid productive assets (w/ little chance of become obsolete). Some of the utilities meet this value proposition. I also have some REITs on my list but certain types of properties could be outdated (ie mall properties) where FFO gets whacked. So trying to avoid those. I did make another purchase of Gramercy Property Trust (GPT) an industrial & office building owner. This is my 2nd Buy almost 20% lower in price from my first Buy. FWIW, I did Buy some Weyerhaeuser Company (WY)earlier this month. This company was restructured as a REIT. I like they own timber assets and have divisions that manufacture finished lumber (for homes), corrugated paper/boxes and other manufactured paper/wood products. I am looking for growth and a good dividend payer. This is a new sector I want to have that fits into my Ag/commodity basket. EKS