Aggressive Income Feature

No Dow Jones Utility Average member has seen volatility this year like AES Corp (NYSE: AES). The stock hit a 12-year peak on February 18, then fell more than 60 percent, and has since recouped two-thirds of that loss.

This spring Centerpoint Energy (NYSE: CNP) cut its quarterly dividend in half. That followed a $155 million reduction in distributions from Enable Midstream Partners (NYSE: ENBL), of which the company owns 50 percent of the general partner and 53.7 percent of common units.

Communications traffic is surging while the global economy shrinks. By and large, sector companies didn’t convert that to higher profits or even revenues in Q1. But the emerging trend is faster adoption of 5G, with a resulting earnings liftoff for industry leaders the next few years.

Falling oil prices and economic weakness have historically been bad news for wind and solar power. But this time around, they’re shaping up bullish for global electricity producer Enel SpA (Italy: ENEL, OTC: ENLAY).

It’s been a difficult couple of years for AGL Energy (ASX: AGL, OTC: AGLXY), Australia’s largest power producer and electricity retailer.

First came the National/Liberal Party federal government’s aggressive reaction to rising prices for natural gas and electricity—a trend AGL had correctly bet on that resulted from a dramatic increase in the country’s LNG exports.

Aggressive Holding China Mobile (Hong Kong: 941, NYSE: CHL) was our worst performing stock last year. But China’s largest communications company looks set to deliver much stronger returns going forward.

When Vistra Energy (NYSE: VST) emerged from the TXU bankruptcy in late 2016, we weren’t optimistic. Wholesale electricity prices were in a multi-year slide, and the economics of the company’s coal heavy assets were eroding even faster.

Competition from “associated” natural gas in Texas and scarce takeaway capacity are weighing on the price of natural gas produced in Appalachia. That’s triggered a meltdown of regional producers in 2019, including a 50 percent plus decline in the largest, EQT Resources (NYSE: EQT).

Roughly four years ago, Atlantica Yield’s (NSDQ: AY) largest shareholder Abengoa SA (Spain: ABG) filed bankruptcy. The move restricted cash flows from facilities the pair held in common. And as a result, the yieldco was forced to suspend dividends until September 2016, when it resumed at a quarterly rate that was barely one-third the former payout.

Carlos Slim’s America Movil (Mexico: AMXL, NYSE: AMX) today is a global powerhouse serving nearly 280 million wireless and 85 million wireline customers in more than a dozen countries. Mexico is most important at a third of revenue, followed by Brazil at 20 percent and the US at 15 percent.