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

To: E_K_S who wrote (71590)	11/18/2022 11:22:48 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

I'm generally not looking at utilities unless I see a distribution yield over 5%. Exceptions have been UGI and NEE. (I've small positions.) If you've held SRE for over 30 years and added to it at various times as well, that looks to be a winning situation. Looks like the stock has gone from maybe around $19 to over $156. Nice catch of ALE. You mentioned ALE here several times. I looked but couldn't see the attractiveness. So that's one I missed.

To: E_K_S who wrote (71590)	11/20/2022 2:25:25 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Dominion. Looking at it now as a possibility.

To: E_K_S who wrote (71590)	2/8/2023 12:57:35 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78666

Anyone has an opinion on $D (Dominion) looks like they have a couple of issues, including regulator looking for more accountability and pot. cost overruns with their offshore windfarms. This one has struggled for a while. First, they wanted to become a huge integrated NG pipeline company, then they were trying to buy the South Carolina utility with their screwed up nuclear plant build. They just seem to shoot themselves into the foot again and again. the stock trades at a discount to other utilities, but perhaps rightfully so. Down another ~5% today on a strategic review. It looks like they also need to raise equity or shed assets. finance.yahoo.com