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


To: JimisJim who wrote (28951)4/13/2018 1:13:39 PM
From: E_K_S1 Recommendation

Recommended By
Graustus

  Read Replies (1) | Respond to of 34328
 
I still find the argument of owning utilities during rising interest rates as these companies have pricing power. My largest utility exposure is SRE from stock I have owned more than 25 years. I think my SRE shares were spun off from SDG&E. Never sold them.

I will continue to add to D if it drops further on the FERC ruling w/ their exposure in DM. Both SRE & D have those pipelines assets outside of their regulated business that continue to contribute to the FCF of their regulated business.

My taxable portfolio has a 5% exposure to utilities and may/could bump that up to 8% if I can lock in some good divi yields at/near 6%. D's div at 5,2% and PPL's div now yielding 5.8%.

EKS