News and Analysis

Dow Jones Utility Average returns are now more than 17 percentage points ahead of the S&P 500 year to date. And 21 CUI Portfolio members trade above my highest recommended entry points. But that also means, despite recent stock market turbulence, they’re still high-priced enough for readers to consider cashing out a portion of their positions.

Thus far, 2022 has been a series of jagged ups and downs for global stock markets, with most prices ratcheting lower. Regulated US utilities, however, have been staging a quiet rally.

With companies ramping up investment on everything from renewable energy to storage and grid upgrades, utilities will eventually come back to the debt market. I expect many will favor low-cost green bonds

The results are in for the most expensive wireless spectrum auction in US history. The question for the Big Two is whether their huge outlay will produce the revenue and cash flow to be worth it.

Dominion will be an early beneficiary of Biden Administration energy policies regarding permitting for offshore wind facilities.

Renewable energy stocks were popular well before the recent US elections. Since then they’ve really blasted off, but one group of renewable energy stocks have yet to feel the love.

Strong regulated utilities combined with long-term contracted renewable energy generation: That’s the NextEra Energy (NYSE: NEE) business model. And not only does the formula work well, it’s become quite popular with investors.