Investing Topics: Electric Utilities
Top Takeaways from EEI 2023
By
Roger S. Conrad on
Nov. 28, 2023
After nearly two decades of flat demand, US utilities are already reporting substantial weather-adjusted increases. That’s from digitization of industries that require massive data collection and processing capabilities.
America Going Electric: Dollars and Sense
By
Roger S. Conrad on
Sep. 26, 2023
The surest, biggest beneficiaries of California’s drive to Net Zero are utilities, with investment increasing earnings and dividends. And as the state’s largest pure electric company, Edison International (NYSE: EIX) has the clearest path.
Why Utilities Could Get a Post-Storm Season Boost
By
Roger S. Conrad on
Aug. 31, 2023
Historically, the best storm season outcome for utility investors has been a lack of catastrophic events, when service outages are relatively contained and quickly resolved. And most important, when the work is done and power restored, customers, regulators and politicians are generally satisfied with management’s response.
Hawaiian Electric: Wildfire Survivor But More Pain Likely
By
Roger S. Conrad on
Aug. 24, 2023
Just weeks after earning an upgrade to A- from credit rater Fitch and reporting solid Q2 results, Hawaiian Electric's (NYSE: HE) stock has dropped by more than two thirds. The reason: A devastating wildfire on the island of Maui August 8, which whipped up by hurricane winds reduced the town of Lahaina to rubble, killed over 100 people and left thousands homeless.
Utility M&A’s Not Dead, Just Taking a Breather
By
Roger S. Conrad on
Apr. 19, 2023
Kentucky regulators’ decision to oppose Algonquin Power & Utilities (TSX: AQN, NYSE: AQN)'s deal to buy American Electric Power’s (NYSE: AEP) Kentucky Power and Kentucky Transco units is likely to put a chill on prospective utility M&A in the state.
Carbon Capture and Storage: Will it Work This Time?
By
Roger S. Conrad on
Aug. 23, 2022
Is Inflation Reduction Act enough to get carbon capture off the ground? Historically, it’s been foolish to bet against innovation when there’s enough money behind it. And in this case, the US government’s largesse is very much leaning into a major investment trend in the private sector
Utility M&A Heats Up: Here’s How We’re Playing It
By
Roger S. Conrad on
May. 27, 2022
Despite Avangrid Inc’s (NYSE: AGR) stalled bid for PNM Resources (NYSE: PNM), investors still have a major opportunity to bet on sector M&A this year.
Into the Wilds
By
Roger S. Conrad on
Jul. 20, 2021
I’ve been an adult volunteer for Scouting BSA since my oldest son entered Tiger Cubs almost 20 years ago. So I wasn’t going to pass up the opportunity to accompany my youngest to Philmont Scout Reservation in northern New Mexico earlier this month, my third and likely final trek to scouting’s paradise.
Unlike the highways my oldest son and I took on our cross-country journey in early June, there’s not a lot of connectivity in the backcountry. And I’d never have been able to stay off the grid were it not for the support of Elliott Gue, my partner of more than 8 years at Capitalist Times.
Nonetheless, as with the June trip, I picked up several investment insights I’d like to share with you now.
Unlike the highways my oldest son and I took on our cross-country journey in early June, there’s not a lot of connectivity in the backcountry. And I’d never have been able to stay off the grid were it not for the support of Elliott Gue, my partner of more than 8 years at Capitalist Times.
Nonetheless, as with the June trip, I picked up several investment insights I’d like to share with you now.
Three Great Ways to Bet on Utility M&A
By
Roger S. Conrad on
Mar. 27, 2021
Exhaustive reviews, impossible public interest standards and no guarantee of eventual success: That’s the consensus outlook for mergers and acquisitions activity under the Biden Administration. Nonetheless, utility M&A is alive and well.
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