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


To: Max Fletcher who wrote (28949)4/13/2018 10:05:51 AM
From: E_K_S1 Recommendation

Recommended By
JimisJim

  Read Replies (1) | Respond to of 34328
 
Re: D
Thank's for the update. The DM holdings was pointed out in the value thread too. Also, recent FERC decision may be a short term negative but that decision may be appealed. I do like the long term div prospects so no plans to sell.

I hold an oversize position in pipeline companies so may peel off some of those shares and move into some D if that goes lower and I can get similar div from the switch.

EKS



To: Max Fletcher who wrote (28949)4/13/2018 9:52:21 PM
From: Max Fletcher  Respond to of 34328
 
D Dominion is M* top utility pick with 84 fair value according to this week’s update. Like you guys, it’s a LT hold for me.

Scana and Dominion remain our top utilities picks. Scana trades at a 36% discount to our fair value estimate and Dominion trades at a 23% discount to our fair value estimate as of mid-April.



To: Max Fletcher who wrote (28949)4/14/2018 7:00:07 PM
From: maverick61  Read Replies (3) | Respond to of 34328
 
Dominion has not performed well ever since they announced their intention to acquire troubled Scana. From 80 to 64 on a steady downward trend. The market clearly does not like this deal. D could just be buying themselves headaches with this acquisition.

I would have expected D management to be smarter than this.