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Investing Topics: Electric Utilities

California’s Burning Again: Here’s What It Means for Utilities

By Roger S. Conrad on Sep. 16, 2020

Everyone loves a bargain. But when a stock trades at a big discount to market or sector averages, there’s always a reason. And to move to a higher price, the company must face its challenges.

Evergy Inc: The Latest Phase of Utility M&A

By Roger S. Conrad on Jun. 19, 2020

It’s been a little more than 141 years since Thomas Edison threw the first switch on his famous light bulb. What at one time were literally thousands of electric operating companies have merged into just a few dozen of consequence. And not one deal failed to create a financially stronger utility, a record no other industry can match.

PG&E Restructuring Winds Up: Here’s What’s Next

By Roger S. Conrad on May. 18, 2020

Final certification isn’t until May 22. But preliminary voting results show a strong majority in favor of PG&E Corp’s (NYSE: PCG) restructuring plan, allowing the California utility to exit the bankruptcy it entered in January 2019.

NextEra’s Earnings Portend Well for Utilities and Renewable Energy

By Roger S. Conrad on Apr. 24, 2020

Heading into Q1 earnings reporting season, the big question for electric utilities was how big a hit COVID-19 fallout would deliver to demand for power. Now we have answers from first reporter NextEra Energy (NYSE: NEE).

Solar Energy: Still Growing, But Not Everyone’s a Winner

By Roger S. Conrad on Apr. 18, 2020

Before COVID-19, renewable energy was a bona fide, red-hot global investment theme. But the prospect of a deep recession has caused many consumers to reconsider making big purchases like rooftop solar systems.

Electricity Demand in the Time of COVID-19

By Roger S. Conrad on Mar. 28, 2020

It’s still early days for US COVID-19 fallout. And most electric companies have yet to issue guidance. But so far, the US power industry is showing typical resilience in tough times.

That means future selloffs in the ongoing bear market are buying opportunities for best in class electric utilities, not a reason to sell.

Dominion Earns a Higher Buy Target

By Roger S. Conrad on Feb. 14, 2020

Wholesale political shifts have historically posed great risks for utilities. But despite early concerns, Conservative Income Portfolio holding Dominion Energy (NYSE: D) is apparently faring quite well and scoring big wins

Time to Sell NextEra Energy?

By Roger S. Conrad on Jan. 25, 2020

Utility stocks have picked up in 2020 where they left off in 2019. The Dow Jones Utility Average reached an all-time high of 934 this week. So long as investors crave yield, there’s a case the sector will reach higher ground - but this story also has a less savory side.

Eversource “Carbon Neutral” by 2030: What it Means for Utilities

By Roger S. Conrad on Dec. 19, 2019

New England-based Eversource Energy (NYSE: ES) is the latest US electric utility to target zero carbon dioxide emissions, with a far more aggressive timetable than the 2050 date set by its sector peers.

What’s Next for PG&E?

By Roger S. Conrad on Dec. 17, 2019

California’s wildfire insurance law passed last summer essentially requires Governor Gavin Newsom’s approval for any successful restructuring of PG&E Corp (NYSE: PCG). But the giant utility’s proposal is, in his words, “woefully short.”

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ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b